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 | $45,250 | $71,883-37.0% | $86,677-47.8% | $68,494-33.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.66% | 3.52%-17.2pp | 35.91%-49.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,318 | $2,173+6.7% | $2,836-18.3% | $2,596-10.7% |
| Participant deferral / active EE | $2,621 | $3,779-30.6% | $4,656-43.7% | $4,027-34.9% |
| Admin fee / account holder | $6,563 | $6,112+7.4% | $7,493-12.4% | $5,403+21.5% |