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 | $54,865 | $62,586-12.3% | $76,768-28.5% | $64,186-14.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.44% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,506 | $1,832-17.8% | $2,485-39.4% | $2,381-36.7% |
| Participant deferral / active EE | $3,486 | $3,145+10.9% | $3,852-9.5% | $3,470+0.5% |
| Admin fee / account holder | $3,772 | $4,667-19.2% | $6,675-43.5% | $4,888-22.8% |