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 | $44,943 | $49,280-8.8% | $67,313-33.2% | $64,186-30.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.77% | -1.39%-5.4pp | -4.08%-2.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $5,986 | $1,668+258.8% | $2,566+133.3% | $2,381+151.4% |
| Participant deferral / active EE | $3,534 | $2,484+42.3% | $3,568-1.0% | $3,470+1.9% |
| Admin fee / account holder | $5,055 | $3,863+30.9% | $4,507+12.2% | $4,888+3.4% |