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 | $60,942 | $61,660-1.2% | $80,019-23.8% | $64,186-5.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.17% | -0.33%-5.8pp | 11.22%-17.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,738 | $1,810+51.2% | $2,468+10.9% | $2,381+15.0% |
| Participant deferral / active EE | $2,685 | $2,968-9.5% | $3,686-27.1% | $3,470-22.6% |
| Admin fee / account holder | $1,751 | $5,417-67.7% | $6,521-73.1% | $4,888-64.2% |