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 | $43,931 | $49,280-10.9% | $67,313-34.7% | $64,186-31.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.78% | -1.39%-4.4pp | -4.08%-1.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,581 | $1,668-5.2% | $2,566-38.4% | $2,381-33.6% |
| Participant deferral / active EE | $3,044 | $2,484+22.5% | $3,568-14.7% | $3,470-12.3% |
| Admin fee / account holder | $2,141 | $3,863-44.6% | $4,507-52.5% | $4,888-56.2% |