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 | $71,080 | $61,660+15.3% | $80,019-11.2% | $64,186+10.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.51% | -0.33%-5.2pp | 11.22%-16.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,991 | $1,810+10.0% | $2,468-19.3% | $2,381-16.4% |
| Participant deferral / active EE | $3,343 | $2,968+12.7% | $3,686-9.3% | $3,470-3.6% |
| Admin fee / account holder | $2,811 | $5,417-48.1% | $6,521-56.9% | $4,888-42.5% |