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 | $52,110 | $62,586-16.7% | $76,768-32.1% | $64,186-18.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.31% | -1.95%-3.4pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,048 | $1,832-42.8% | $2,485-57.8% | $2,381-56.0% |
| Participant deferral / active EE | $2,809 | $3,145-10.7% | $3,852-27.1% | $3,470-19.0% |
| Admin fee / account holder | $12,185 | $4,667+161.1% | $6,675+82.6% | $4,888+149.3% |