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 | $60,584 | $62,586-3.2% | $76,768-21.1% | $64,186-5.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.07% | -1.95%-2.1pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $8,596 | $1,832+369.2% | $2,485+245.9% | $2,381+261.1% |
| Participant deferral / active EE | $3,180 | $3,145+1.1% | $3,852-17.4% | $3,470-8.4% |
| Admin fee / account holder | $3,239 | $4,667-30.6% | $6,675-51.5% | $4,888-33.7% |