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 | $63,228 | $48,265+31.0% | $68,791-8.1% | $68,494-7.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -14.65% | -12.71%-1.9pp | -6.38%-8.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $3,305 | $1,829+80.8% | $2,655+24.5% | $2,596+27.3% |
| Participant deferral / active EE | $3,471 | $2,867+21.1% | $3,941-11.9% | $4,027-13.8% |
| Admin fee / account holder | $5,327 | $4,355+22.3% | $4,932+8.0% | $5,403-1.4% |