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 | $56,356 | $50,958+10.6% | $74,550-24.4% | $64,186-12.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.52% | -1.86%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,207 | $1,115+97.8% | $1,961+12.5% | $2,381-7.3% |
| Participant deferral / active EE | $3,454 | $2,301+50.1% | $3,108+11.1% | $3,470-0.4% |
| Admin fee / account holder | $1,227 | $4,223-70.9% | $5,060-75.7% | $4,888-74.9% |