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 | $49,512 | $62,586-20.9% | $76,768-35.5% | $64,186-22.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.27% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $5,415 | $1,832+195.6% | $2,485+117.9% | $2,381+127.4% |
| Participant deferral / active EE | $5,840 | $3,145+85.7% | $3,852+51.6% | $3,470+68.3% |
| Admin fee / account holder | $405 | $4,667-91.3% | $6,675-93.9% | $4,888-91.7% |