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 | $13,666 | $42,383-67.8% | $76,523-82.1% | $64,186-78.7% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 5.13% | -16.54%+21.7pp | -0.27%+5.4pp | 7.63%-2.5pp |
| Employer contribution / active EE | $1,490 | $1,563-4.7% | $2,647-43.7% | $2,381-37.4% |
| Participant deferral / active EE | $3,704 | $2,566+44.3% | $3,835-3.4% | $3,470+6.8% |
| Admin fee / account holder | $3,096 | $3,198-3.2% | $4,848-36.1% | $4,888-36.7% |