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 | $74,998 | $62,586+19.8% | $76,768-2.3% | $64,186+16.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.34% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,764 | $1,832-3.7% | $2,485-29.0% | $2,381-25.9% |
| Participant deferral / active EE | $4,297 | $3,145+36.6% | $3,852+11.6% | $3,470+23.8% |
| Admin fee / account holder | $2,721 | $4,667-41.7% | $6,675-59.2% | $4,888-44.3% |