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 | $58,711 | $54,726+7.3% | $68,793-14.7% | $64,186-8.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -4.69% | -1.62%-3.1pp | -4.63%-0.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $390 | $1,846-78.9% | $2,625-85.2% | $2,381-83.6% |
| Participant deferral / active EE | $2,217 | $2,626-15.6% | $3,311-33.1% | $3,470-36.1% |
| Admin fee / account holder | $1,098 | $4,027-72.7% | $5,131-78.6% | $4,888-77.5% |