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 | $32,282 | $69,518-53.6% | $59,878-46.1% | $135,375-76.2% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.7%+18.6pp | 82.6%+10.7pp |
| Annual return | -2.98% | 7.94%-10.9pp | 3.46%-6.4pp | 519.73%-522.7pp |
| Employer contribution / active EE | $3,042 | $3,235-5.9% | $2,722+11.8% | $4,779-36.3% |
| Participant deferral / active EE | $3,880 | $4,206-7.7% | $3,402+14.0% | $5,609-30.8% |
| Admin fee / account holder | $3,072 | $5,734-46.4% | $3,590-14.4% | $10,827-71.6% |