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 | $41,162 | $56,484-27.1% | $169,463-75.7% | $64,186-35.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -5.21% | -1.55%-3.7pp | 1.83%-7.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,459 | $1,832-20.4% | $4,159-64.9% | $2,381-38.7% |
| Participant deferral / active EE | $7,577 | $3,448+119.8% | $5,277+43.6% | $3,470+118.4% |
| Admin fee / account holder | $3,365 | $4,174-19.4% | $9,109-63.1% | $4,888-31.2% |