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 | $47,264 | $76,401-38.1% | $106,387-55.6% | $64,186-26.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | -3.82% | -2.19%-1.6pp | 0.25%-4.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $3,929 | $2,680+46.6% | $3,520+11.6% | $2,381+65.0% |
| Participant deferral / active EE | $2,995 | $4,274-29.9% | $5,421-44.8% | $3,470-13.7% |
| Admin fee / account holder | $2,425 | $4,610-47.4% | $7,510-67.7% | $4,888-50.4% |