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 | $56,509 | $50,958+10.9% | $74,550-24.2% | $64,186-12.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -1.59% | -1.86%+0.3pp | 32.53%-34.1pp | 7.63%-9.2pp |
| Employer contribution / active EE | $1,105 | $1,115-0.9% | $1,961-43.7% | $2,381-53.6% |
| Participant deferral / active EE | $3,525 | $2,301+53.1% | $3,108+13.4% | $3,470+1.6% |
| Admin fee / account holder | $1,155 | $4,223-72.7% | $5,060-77.2% | $4,888-76.4% |