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 | $65,331 | $72,404-9.8% | $110,238-40.7% | $64,186+1.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.09% | -6.29%+13.4pp | 314.74%-307.7pp | 7.63%-0.5pp |
| Employer contribution / active EE | $1,425 | $2,282-37.5% | $3,826-62.7% | $2,381-40.1% |
| Participant deferral / active EE | $4,322 | $3,469+24.6% | $4,672-7.5% | $3,470+24.6% |
| Admin fee / account holder | $1,820 | $5,664-67.9% | $8,547-78.7% | $4,888-62.8% |