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 | $59,122 | $61,660-4.1% | $80,019-26.1% | $64,186-7.9% |
| Participation rate | 93.9% | 71.7%+22.2pp | 75.8%+18.1pp | 69.6%+24.4pp |
| Annual return | -5.64% | -0.33%-5.3pp | 11.22%-16.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,055 | $1,810+13.5% | $2,468-16.7% | $2,381-13.7% |
| Participant deferral / active EE | $3,974 | $2,968+33.9% | $3,686+7.8% | $3,470+14.5% |
| Admin fee / account holder | $823 | $5,417-84.8% | $6,521-87.4% | $4,888-83.2% |