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 | $72,353 | $54,726+32.2% | $68,793+5.2% | $64,186+12.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -2.46% | -1.62%-0.8pp | -4.63%+2.2pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,609 | $1,846-12.9% | $2,625-38.7% | $2,381-32.4% |
| Participant deferral / active EE | $1,416 | $2,626-46.1% | $3,311-57.2% | $3,470-59.2% |
| Admin fee / account holder | $16,694 | $4,027+314.6% | $5,131+225.4% | $4,888+241.5% |