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 6-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 | $14,469 | $73,867-80.4% | $143,757-89.9% | $68,494-78.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 1.10% | 1.01%+0.1pp | -0.04%+1.1pp | -7.84%+8.9pp |
| Employer contribution / active EE | $4,230 | $3,184+32.8% | $4,951-14.6% | $2,596+62.9% |
| Participant deferral / active EE | $2,727 | $3,384-19.4% | $5,637-51.6% | $4,027-32.3% |
| Admin fee / account holder | $1,798 | $5,755-68.7% | $14,673-87.7% | $5,403-66.7% |