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 | $68,266 | $62,586+9.1% | $76,768-11.1% | $64,186+6.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.17% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,693 | $1,832-7.6% | $2,485-31.9% | $2,381-28.9% |
| Participant deferral / active EE | $3,741 | $3,145+19.0% | $3,852-2.9% | $3,470+7.8% |
| Admin fee / account holder | $5,890 | $4,667+26.2% | $6,675-11.8% | $4,888+20.5% |