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 | $67,661 | $57,354+18.0% | $83,848-19.3% | $64,186+5.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.36% | 11.38%-14.7pp | 850.88%-854.2pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,139 | $2,545-16.0% | $3,631-41.1% | $2,381-10.2% |
| Participant deferral / active EE | $3,742 | $2,993+25.0% | $4,082-8.3% | $3,470+7.8% |
| Admin fee / account holder | $2,974 | $4,046-26.5% | $5,478-45.7% | $4,888-39.2% |