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 | $58,219 | $62,586-7.0% | $76,768-24.2% | $64,186-9.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -1.65% | -1.95%+0.3pp | 2.43%-4.1pp | 7.63%-9.3pp |
| Employer contribution / active EE | $8,624 | $1,832+370.7% | $2,485+247.0% | $2,381+262.2% |
| Participant deferral / active EE | $5,753 | $3,145+82.9% | $3,852+49.4% | $3,470+65.8% |
| Admin fee / account holder | $4,182 | $4,667-10.4% | $6,675-37.3% | $4,888-14.4% |