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 | $28,295 | $54,726-48.3% | $68,793-58.9% | $64,186-55.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 4.20% | -1.62%+5.8pp | -4.63%+8.8pp | 7.63%-3.4pp |
| Employer contribution / active EE | $1,391 | $1,846-24.6% | $2,625-47.0% | $2,381-41.6% |
| Participant deferral / active EE | $1,091 | $2,626-58.5% | $3,311-67.0% | $3,470-68.6% |
| Admin fee / account holder | $4,592 | $4,027+14.0% | $5,131-10.5% | $4,888-6.1% |