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 | $44,873 | $67,411-33.4% | $91,001-50.7% | $70,131-36.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 17.51% | -40.16%+57.7pp | 4.60%+12.9pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,554 | $1,786-13.0% | $2,456-36.7% | $2,342-33.6% |
| Participant deferral / active EE | $3,454 | $2,823+22.4% | $3,547-2.6% | $3,332+3.7% |
| Admin fee / account holder | $463 | $4,236-89.1% | $5,417-91.5% | $4,645-90.0% |