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 | $52,434 | $62,586-16.2% | $76,768-31.7% | $64,186-18.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.71% | -1.95%-3.8pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,864 | $1,832+56.3% | $2,485+15.2% | $2,381+20.3% |
| Participant deferral / active EE | $3,676 | $3,145+16.9% | $3,852-4.6% | $3,470+6.0% |
| Admin fee / account holder | $8,200 | $4,667+75.7% | $6,675+22.8% | $4,888+67.7% |