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 | $82,004 | $62,586+31.0% | $76,768+6.8% | $64,186+27.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.44% | -1.95%-1.5pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,355 | $1,832-26.0% | $2,485-45.5% | $2,381-43.1% |
| Participant deferral / active EE | $2,591 | $3,145-17.6% | $3,852-32.7% | $3,470-25.3% |
| Admin fee / account holder | $9,033 | $4,667+93.6% | $6,675+35.3% | $4,888+84.8% |