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 | $13,703 | $42,894-68.1% | $60,874-77.5% | $68,494-80.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | 3.08% | -13.98%+17.1pp | 16.90%-13.8pp | -7.84%+10.9pp |
| Employer contribution / active EE | $492 | $1,978-75.1% | $2,701-81.8% | $2,596-81.0% |
| Participant deferral / active EE | $2,930 | $2,867+2.2% | $3,817-23.2% | $4,027-27.2% |
| Admin fee / account holder | $976 | $3,101-68.5% | $3,224-69.7% | $5,403-81.9% |