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 | $61,917 | $62,586-1.1% | $76,768-19.3% | $64,186-3.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.29% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,364 | $1,832-25.5% | $2,485-45.1% | $2,381-42.7% |
| Participant deferral / active EE | $3,016 | $3,145-4.1% | $3,852-21.7% | $3,470-13.1% |
| Admin fee / account holder | $1,020 | $4,667-78.2% | $6,675-84.7% | $4,888-79.1% |