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 | $26,159 | $45,865-43.0% | $40,757-35.8% | $125,391-79.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 83.2%+16.8pp |
| Annual return | -1.50% | -1.32%-0.2pp | -0.50%-1.0pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,197 | $3,697-67.6% | $3,004-60.2% | $4,866-75.4% |
| Participant deferral / active EE | $3,517 | $4,199-16.2% | $3,485+0.9% | $5,352-34.3% |
| Admin fee / account holder | $3,439 | $5,763-40.3% | $4,272-19.5% | $9,540-64.0% |