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 | $44,585 | $43,327+2.9% | $59,878-25.5% | $64,186-30.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 1.27% | -1.55%+2.8pp | 3.46%-2.2pp | 7.63%-6.4pp |
| Employer contribution / active EE | $1,381 | $2,028-31.9% | $2,722-49.3% | $2,381-42.0% |
| Participant deferral / active EE | $1,995 | $2,546-21.6% | $3,402-41.3% | $3,470-42.5% |
| Admin fee / account holder | $4,773 | $3,005+58.8% | $3,590+33.0% | $4,888-2.3% |