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 | $50,921 | $53,596-5.0% | $90,645-43.8% | $64,186-20.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -5.30% | 4.41%-9.7pp | 1.88%-7.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,164 | $1,503+44.0% | $2,532-14.5% | $2,381-9.1% |
| Participant deferral / active EE | $5,491 | $2,459+123.3% | $3,425+60.3% | $3,470+58.3% |
| Admin fee / account holder | $4,647 | $3,868+20.2% | $4,994-6.9% | $4,888-4.9% |