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 | $41,590 | $50,958-18.4% | $74,550-44.2% | $64,186-35.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 2.95% | -1.86%+4.8pp | 32.53%-29.6pp | 7.63%-4.7pp |
| Employer contribution / active EE | $3,602 | $1,115+223.0% | $1,961+83.7% | $2,381+51.3% |
| Participant deferral / active EE | $3,223 | $2,301+40.0% | $3,108+3.7% | $3,470-7.1% |
| Admin fee / account holder | $1,749 | $4,223-58.6% | $5,060-65.4% | $4,888-64.2% |