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 | $61,130 | $59,107+3.4% | $86,436-29.3% | $68,494-10.8% |
| Participation rate | 95.3% | 75.2%+20.1pp | 80.3%+15.0pp | 67.9%+27.4pp |
| Annual return | -12.30% | -0.23%-12.1pp | 4394.89%-4407.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $3,490 | $2,519+38.5% | $3,769-7.4% | $2,596+34.4% |
| Participant deferral / active EE | $4,067 | $5,901-31.1% | $6,952-41.5% | $4,027+1.0% |
| Admin fee / account holder | $5,806 | $5,637+3.0% | $6,731-13.7% | $5,403+7.5% |