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 | $34,430 | $62,586-45.0% | $76,768-55.2% | $64,186-46.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.01% | -1.95%-4.1pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,387 | $1,832-24.3% | $2,485-44.2% | $2,381-41.8% |
| Participant deferral / active EE | $2,571 | $3,145-18.2% | $3,852-33.2% | $3,470-25.9% |
| Admin fee / account holder | $7,951 | $4,667+70.4% | $6,675+19.1% | $4,888+62.7% |