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 | $57,436 | $62,586-8.2% | $76,768-25.2% | $64,186-10.5% |
| Participation rate | 90.9% | 72.8%+18.1pp | 77.0%+13.9pp | 69.6%+21.3pp |
| Annual return | -5.95% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,563 | $1,832-14.7% | $2,485-37.1% | $2,381-34.3% |
| Participant deferral / active EE | $4,208 | $3,145+33.8% | $3,852+9.3% | $3,470+21.3% |
| Admin fee / account holder | $6,032 | $4,667+29.3% | $6,675-9.6% | $4,888+23.4% |