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 | $28,902 | $56,484-48.8% | $169,463-82.9% | $64,186-55.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.69% | -1.55%-5.1pp | 1.83%-8.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,212 | $1,832-33.9% | $4,159-70.9% | $2,381-49.1% |
| Participant deferral / active EE | $3,892 | $3,448+12.9% | $5,277-26.2% | $3,470+12.2% |
| Admin fee / account holder | $1,999 | $4,174-52.1% | $9,109-78.1% | $4,888-59.1% |