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 | $30,293 | $43,327-30.1% | $59,878-49.4% | $64,186-52.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -1.87% | -1.55%-0.3pp | 3.46%-5.3pp | 7.63%-9.5pp |
| Employer contribution / active EE | $2,923 | $2,028+44.1% | $2,722+7.4% | $2,381+22.8% |
| Participant deferral / active EE | $4,630 | $2,546+81.9% | $3,402+36.1% | $3,470+33.5% |
| Admin fee / account holder | $5,594 | $3,005+86.1% | $3,590+55.8% | $4,888+14.4% |