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 7-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 | $17,459 | $49,280-64.6% | $67,313-74.1% | $64,186-72.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.08% | -1.39%-2.7pp | -4.08%0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,474 | $1,668-11.7% | $2,566-42.6% | $2,381-38.1% |
| Participant deferral / active EE | $2,470 | $2,484-0.6% | $3,568-30.8% | $3,470-28.8% |
| Admin fee / account holder | $644 | $3,863-83.3% | $4,507-85.7% | $4,888-86.8% |