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 | $40,386 | $72,404-44.2% | $110,238-63.4% | $64,186-37.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.57% | -6.29%+1.7pp | 314.74%-319.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,316 | $2,282+1.5% | $3,826-39.5% | $2,381-2.7% |
| Participant deferral / active EE | $2,323 | $3,469-33.0% | $4,672-50.3% | $3,470-33.0% |
| Admin fee / account holder | $6,457 | $5,664+14.0% | $8,547-24.5% | $4,888+32.1% |