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 | $61,285 | $110,094-44.3% | $151,611-59.6% | $68,494-10.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.84% | -10.12%-4.7pp | 3.33%-18.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $5,546 | $4,471+24.1% | $6,166-10.1% | $2,596+113.6% |
| Participant deferral / active EE | $10,038 | $6,527+53.8% | $8,363+20.0% | $4,027+149.3% |
| Admin fee / account holder | $7,218 | $7,719-6.5% | $11,616-37.9% | $5,403+33.6% |