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 | $25,008 | $49,177-49.1% | $79,464-68.5% | $64,186-61.0% |
| Participation rate | 78.6% | 65.0%+13.5pp | 73.3%+5.2pp | 69.6%+9.0pp |
| Annual return | -7.54% | -1.16%-6.4pp | 718.14%-725.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,101 | $2,076+1.2% | $2,800-25.0% | $2,381-11.8% |
| Participant deferral / active EE | $961 | $2,821-65.9% | $3,704-74.1% | $3,470-72.3% |
| Admin fee / account holder | $1,821 | $3,839-52.6% | $5,113-64.4% | $4,888-62.8% |