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 | $60,493 | $62,586-3.3% | $76,768-21.2% | $64,186-5.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.92% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,949 | $1,832+6.4% | $2,485-21.6% | $2,381-18.1% |
| Participant deferral / active EE | $3,999 | $3,145+27.2% | $3,852+3.8% | $3,470+15.2% |
| Admin fee / account holder | $1,968 | $4,667-57.8% | $6,675-70.5% | $4,888-59.7% |