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 | $55,566 | $43,327+28.2% | $59,878-7.2% | $64,186-13.4% |
| Participation rate | 92.7% | 69.2%+23.6pp | 74.7%+18.0pp | 69.6%+23.2pp |
| Annual return | -4.85% | -1.55%-3.3pp | 3.46%-8.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,034 | $2,028+0.3% | $2,722-25.3% | $2,381-14.6% |
| Participant deferral / active EE | $1,312 | $2,546-48.5% | $3,402-61.4% | $3,470-62.2% |
| Admin fee / account holder | $1,030 | $3,005-65.7% | $3,590-71.3% | $4,888-78.9% |