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 | $27,044 | $58,577-53.8% | $83,333-67.5% | $64,186-57.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -3.21% | 9.65%-12.9pp | 10.63%-13.8pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,597 | $2,098-23.9% | $3,379-52.7% | $2,381-32.9% |
| Participant deferral / active EE | $2,165 | $4,654-53.5% | $5,565-61.1% | $3,470-37.6% |
| Admin fee / account holder | $3,323 | $9,275-64.2% | $7,510-55.8% | $4,888-32.0% |