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 | $60,296 | $61,660-2.2% | $80,019-24.6% | $64,186-6.1% |
| Participation rate | 83.0% | 71.7%+11.3pp | 75.8%+7.2pp | 69.6%+13.5pp |
| Annual return | -6.84% | -0.33%-6.5pp | 11.22%-18.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $4,906 | $1,810+171.0% | $2,468+98.8% | $2,381+106.0% |
| Participant deferral / active EE | $2,127 | $2,968-28.3% | $3,686-42.3% | $3,470-38.7% |
| Admin fee / account holder | $4,285 | $5,417-20.9% | $6,521-34.3% | $4,888-12.3% |