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 | $95,882 | $56,484+69.8% | $169,463-43.4% | $64,186+49.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -2.03% | -1.55%-0.5pp | 1.83%-3.9pp | 7.63%-9.7pp |
| Employer contribution / active EE | $980 | $1,832-46.5% | $4,159-76.4% | $2,381-58.8% |
| Participant deferral / active EE | $3,437 | $3,448-0.3% | $5,277-34.9% | $3,470-0.9% |
| Admin fee / account holder | $4,669 | $4,174+11.9% | $9,109-48.7% | $4,888-4.5% |