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 | $41,873 | $72,607-42.3% | $90,749-53.9% | $66,914-37.4% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | 5.07% | -12.28%+17.4pp | -12.16%+17.2pp | 1.58%+3.5pp |
| Employer contribution / active EE | $2,538 | $2,369+7.2% | $2,921-13.1% | $2,544-0.2% |
| Participant deferral / active EE | $2,936 | $3,977-26.2% | $4,564-35.7% | $4,237-30.7% |
| Admin fee / account holder | $760 | $707+7.5% | $8,445-91.0% | $593+28.1% |