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 | $46,517 | $50,958-8.7% | $74,550-37.6% | $64,186-27.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.71% | -1.86%-3.9pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,801 | $1,115+61.5% | $1,961-8.2% | $2,381-24.4% |
| Participant deferral / active EE | $1,421 | $2,301-38.2% | $3,108-54.3% | $3,470-59.0% |
| Admin fee / account holder | $8,498 | $4,223+101.2% | $5,060+68.0% | $4,888+73.9% |