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 | $44,536 | $62,586-28.8% | $76,768-42.0% | $64,186-30.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.17% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,370 | $1,832-25.2% | $2,485-44.9% | $2,381-42.5% |
| Participant deferral / active EE | $2,191 | $3,145-30.3% | $3,852-43.1% | $3,470-36.9% |
| Admin fee / account holder | $742 | $4,667-84.1% | $6,675-88.9% | $4,888-84.8% |