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 | $36,603 | $54,726-33.1% | $68,793-46.8% | $64,186-43.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -5.12% | -1.62%-3.5pp | -4.63%-0.5pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,142 | $1,846+70.2% | $2,625+19.7% | $2,381+32.0% |
| Participant deferral / active EE | $2,888 | $2,626+10.0% | $3,311-12.8% | $3,470-16.8% |
| Admin fee / account holder | $6,595 | $4,027+63.8% | $5,131+28.5% | $4,888+34.9% |