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 | $45,339 | $61,660-26.5% | $80,019-43.3% | $64,186-29.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.76% | -0.33%-4.4pp | 11.22%-16.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,072 | $1,810+14.4% | $2,468-16.1% | $2,381-13.0% |
| Participant deferral / active EE | $3,952 | $2,968+33.2% | $3,686+7.2% | $3,470+13.9% |
| Admin fee / account holder | $1,417 | $5,417-73.8% | $6,521-78.3% | $4,888-71.0% |