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 | $60,218 | $56,484+6.6% | $169,463-64.5% | $64,186-6.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -7.74% | -1.55%-6.2pp | 1.83%-9.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $3,193 | $1,832+74.2% | $4,159-23.2% | $2,381+34.1% |
| Participant deferral / active EE | $6,943 | $3,448+101.4% | $5,277+31.6% | $3,470+100.1% |
| Admin fee / account holder | $2,887 | $4,174-30.8% | $9,109-68.3% | $4,888-40.9% |