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 | $48,220 | $61,660-21.8% | $80,019-39.7% | $64,186-24.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -3.94% | -0.33%-3.6pp | 11.22%-15.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,669 | $1,810-7.8% | $2,468-32.4% | $2,381-29.9% |
| Participant deferral / active EE | $2,151 | $2,968-27.5% | $3,686-41.6% | $3,470-38.0% |
| Admin fee / account holder | $3,327 | $5,417-38.6% | $6,521-49.0% | $4,888-31.9% |