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 | $45,434 | $61,660-26.3% | $80,019-43.2% | $64,186-29.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.91% | -0.33%-6.6pp | 11.22%-18.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,049 | $1,810+68.4% | $2,468+23.5% | $2,381+28.1% |
| Participant deferral / active EE | $3,795 | $2,968+27.9% | $3,686+3.0% | $3,470+9.4% |
| Admin fee / account holder | $7,111 | $5,417+31.3% | $6,521+9.0% | $4,888+45.5% |