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 | $50,365 | $43,327+16.2% | $59,878-15.9% | $64,186-21.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.47% | -1.55%-2.9pp | 3.46%-7.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,215 | $2,028+58.5% | $2,722+18.1% | $2,381+35.1% |
| Participant deferral / active EE | $3,133 | $2,546+23.1% | $3,402-7.9% | $3,470-9.7% |
| Admin fee / account holder | $4,622 | $3,005+53.8% | $3,590+28.7% | $4,888-5.4% |