See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,461 | $49,280+14.6% | $67,313-16.1% | $64,186-12.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.59% | -1.39%-6.2pp | -4.08%-3.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $4,809 | $1,668+188.2% | $2,566+87.4% | $2,381+102.0% |
| Participant deferral / active EE | $6,012 | $2,484+142.0% | $3,568+68.5% | $3,470+73.3% |
| Admin fee / account holder | $3,890 | $3,863+0.7% | $4,507-13.7% | $4,888-20.4% |