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 | $53,706 | $72,388-25.8% | $111,392-51.8% | $64,186-16.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | -5.70% | -1.50%-4.2pp | -2.06%-3.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $5,299 | $3,000+76.7% | $4,328+22.4% | $2,381+122.6% |
| Participant deferral / active EE | $4,502 | $4,241+6.1% | $5,567-19.1% | $3,470+29.7% |
| Admin fee / account holder | $1,280 | $5,719-77.6% | $12,266-89.6% | $4,888-73.8% |