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 | $60,847 | $77,813-21.8% | $123,544-50.7% | $64,186-5.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.76% | 12.48%-17.2pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,332 | $3,014-22.6% | $4,628-49.6% | $2,381-2.0% |
| Participant deferral / active EE | $6,311 | $5,240+20.4% | $6,426-1.8% | $3,470+81.9% |
| Admin fee / account holder | $1,974 | $5,519-64.2% | $9,284-78.7% | $4,888-59.6% |