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 | $41,885 | $62,586-33.1% | $76,768-45.4% | $64,186-34.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.19% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,791 | $1,832-2.2% | $2,485-27.9% | $2,381-24.8% |
| Participant deferral / active EE | $3,325 | $3,145+5.7% | $3,852-13.7% | $3,470-4.2% |
| Admin fee / account holder | $8,985 | $4,667+92.5% | $6,675+34.6% | $4,888+83.8% |