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 | $57,002 | $62,586-8.9% | $76,768-25.7% | $64,186-11.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.38% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,115 | $1,832+15.4% | $2,485-14.9% | $2,381-11.2% |
| Participant deferral / active EE | $2,299 | $3,145-26.9% | $3,852-40.3% | $3,470-33.7% |
| Admin fee / account holder | $3,543 | $4,667-24.1% | $6,675-46.9% | $4,888-27.5% |