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 | $34,484 | $77,813-55.7% | $123,544-72.1% | $64,186-46.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.61% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,288 | $3,014-24.1% | $4,628-50.6% | $2,381-3.9% |
| Participant deferral / active EE | $3,213 | $5,240-38.7% | $6,426-50.0% | $3,470-7.4% |
| Admin fee / account holder | $2,790 | $5,519-49.4% | $9,284-69.9% | $4,888-42.9% |