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 | $59,343 | $61,660-3.8% | $80,019-25.8% | $64,186-7.5% |
| Participation rate | 99.0% | 71.7%+27.3pp | 75.8%+23.1pp | 69.6%+29.4pp |
| Annual return | -5.80% | -0.33%-5.5pp | 11.22%-17.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,935 | $1,810+117.3% | $2,468+59.4% | $2,381+65.3% |
| Participant deferral / active EE | $5,166 | $2,968+74.1% | $3,686+40.2% | $3,470+48.9% |
| Admin fee / account holder | $2,142 | $5,417-60.5% | $6,521-67.2% | $4,888-56.2% |