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 | $23,068 | $158,817-85.5% | $121,196-81.0% | $135,375-83.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.47% | -0.64%-4.8pp | 16.93%-22.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $815 | $5,665-85.6% | $4,022-79.7% | $4,779-82.9% |
| Participant deferral / active EE | $1,448 | $4,005-63.9% | $3,344-56.7% | $5,609-74.2% |
| Admin fee / account holder | $2,867 | $6,512-56.0% | $5,019-42.9% | $10,827-73.5% |