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 6-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 | $26,848 | $53,596-49.9% | $90,645-70.4% | $64,186-58.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | 0.86% | 4.41%-3.6pp | 1.88%-1.0pp | 7.63%-6.8pp |
| Employer contribution / active EE | $1,461 | $1,503-2.8% | $2,532-42.3% | $2,381-38.6% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,425-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,553 | $3,868-8.1% | $4,994-28.8% | $4,888-27.3% |