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 | $38,799 | $53,596-27.6% | $90,645-57.2% | $64,186-39.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -3.18% | 4.41%-7.6pp | 1.88%-5.1pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,546 | $1,503+2.9% | $2,532-38.9% | $2,381-35.1% |
| Participant deferral / active EE | $3,469 | $2,459+41.1% | $3,425+1.3% | $3,4700% |
| Admin fee / account holder | $757 | $3,868-80.4% | $4,994-84.8% | $4,888-84.5% |