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 | $26,416 | $45,863-42.4% | $77,024-65.7% | $68,494-61.4% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -13.35% | 1.72%-15.1pp | 42.32%-55.7pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,318 | $1,650+40.5% | $2,812-17.6% | $2,596-10.7% |
| Participant deferral / active EE | $4,955 | $2,962+67.3% | $4,426+12.0% | $4,027+23.0% |
| Admin fee / account holder | $5,180 | $3,041+70.4% | $5,425-4.5% | $5,403-4.1% |