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 | $49,927 | $58,577-14.8% | $83,333-40.1% | $64,186-22.2% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -7.46% | 9.65%-17.1pp | 10.63%-18.1pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,405 | $2,098+62.3% | $3,379+0.8% | $2,381+43.0% |
| Participant deferral / active EE | $6,320 | $4,654+35.8% | $5,565+13.6% | $3,470+82.1% |
| Admin fee / account holder | $2,252 | $9,275-75.7% | $7,510-70.0% | $4,888-53.9% |