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 | $43,611 | $49,280-11.5% | $67,313-35.2% | $64,186-32.1% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.53% | -1.39%-6.1pp | -4.08%-3.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,619 | $1,668-3.0% | $2,566-36.9% | $2,381-32.0% |
| Participant deferral / active EE | $2,910 | $2,484+17.1% | $3,568-18.5% | $3,470-16.1% |
| Admin fee / account holder | $1,417 | $3,863-63.3% | $4,507-68.6% | $4,888-71.0% |