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 | $58,670 | $56,484+3.9% | $169,463-65.4% | $64,186-8.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -7.22% | -1.55%-5.7pp | 1.83%-9.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $5,087 | $1,832+177.6% | $4,159+22.3% | $2,381+113.7% |
| Participant deferral / active EE | $3,831 | $3,448+11.1% | $5,277-27.4% | $3,470+10.4% |
| Admin fee / account holder | $1,865 | $4,174-55.3% | $9,109-79.5% | $4,888-61.9% |