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 | $73,868 | $42,383+74.3% | $76,523-3.5% | $64,186+15.1% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -5.51% | -16.54%+11.0pp | -0.27%-5.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,566 | $1,563+0.2% | $2,647-40.9% | $2,381-34.2% |
| Participant deferral / active EE | $2,727 | $2,566+6.2% | $3,835-28.9% | $3,470-21.4% |
| Admin fee / account holder | $1,038 | $3,198-67.5% | $4,848-78.6% | $4,888-78.8% |