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 | $54,215 | $43,327+25.1% | $59,878-9.5% | $64,186-15.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.19% | -1.55%-0.6pp | 3.46%-5.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $2,809 | $2,028+38.5% | $2,722+3.2% | $2,381+18.0% |
| Participant deferral / active EE | $5,757 | $2,546+126.1% | $3,402+69.2% | $3,470+65.9% |
| Admin fee / account holder | $5,516 | $3,005+83.6% | $3,590+53.6% | $4,888+12.8% |