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 | $56,114 | $58,577-4.2% | $83,333-32.7% | $64,186-12.6% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.05% | 9.65%-15.7pp | 10.63%-16.7pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,129 | $2,098+96.8% | $3,379+22.2% | $2,381+73.4% |
| Participant deferral / active EE | $3,373 | $4,654-27.5% | $5,565-39.4% | $3,470-2.8% |
| Admin fee / account holder | $1,901 | $9,275-79.5% | $7,510-74.7% | $4,888-61.1% |