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 | $50,784 | $67,411-24.7% | $91,001-44.2% | $70,131-27.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 17.54% | -40.16%+57.7pp | 4.60%+12.9pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,432 | $1,786-19.8% | $2,456-41.7% | $2,342-38.9% |
| Participant deferral / active EE | $3,159 | $2,823+11.9% | $3,547-10.9% | $3,332-5.2% |
| Admin fee / account holder | $842 | $4,236-80.1% | $5,417-84.5% | $4,645-81.9% |