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 | $66,720 | $62,586+6.6% | $76,768-13.1% | $64,186+3.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -1.73% | -1.95%+0.2pp | 2.43%-4.2pp | 7.63%-9.4pp |
| Employer contribution / active EE | $2,441 | $1,832+33.3% | $2,485-1.8% | $2,381+2.5% |
| Participant deferral / active EE | $3,713 | $3,145+18.1% | $3,852-3.6% | $3,470+7.0% |
| Admin fee / account holder | $5,432 | $4,667+16.4% | $6,675-18.6% | $4,888+11.1% |