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 | $68,675 | $62,586+9.7% | $76,768-10.5% | $64,186+7.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.89% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $4,886 | $1,832+166.7% | $2,485+96.6% | $2,381+105.2% |
| Participant deferral / active EE | $1,848 | $3,145-41.2% | $3,852-52.0% | $3,470-46.7% |
| Admin fee / account holder | $9,666 | $4,667+107.1% | $6,675+44.8% | $4,888+97.8% |