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 | $53,353 | $61,660-13.5% | $80,019-33.3% | $64,186-16.9% |
| Participation rate | 89.5% | 71.7%+17.8pp | 75.8%+13.6pp | 69.6%+19.9pp |
| Annual return | -6.11% | -0.33%-5.8pp | 11.22%-17.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,509 | $1,810+93.8% | $2,468+42.2% | $2,381+47.4% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,634 | $5,417-51.4% | $6,521-59.6% | $4,888-46.1% |