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 | $66,859 | $69,977-4.5% | $108,579-38.4% | $62,891+6.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 5.42% | 10.73%-5.3pp | -51.70%+57.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,902 | $2,135+35.9% | $3,758-22.8% | $2,281+27.2% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,971 | $5,076-61.2% | $7,645-74.2% | $4,296-54.1% |