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 | $39,115 | $61,660-36.6% | $80,019-51.1% | $64,186-39.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.09% | -0.33%-4.8pp | 11.22%-16.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,522 | $1,810-15.9% | $2,468-38.3% | $2,381-36.1% |
| Participant deferral / active EE | $2,506 | $2,968-15.6% | $3,686-32.0% | $3,470-27.8% |
| Admin fee / account holder | $1,467 | $5,417-72.9% | $6,521-77.5% | $4,888-70.0% |