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 | $52,954 | $62,586-15.4% | $76,768-31.0% | $64,186-17.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.05% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,861 | $1,832+110.8% | $2,485+55.4% | $2,381+62.2% |
| Participant deferral / active EE | $2,263 | $3,145-28.0% | $3,852-41.2% | $3,470-34.8% |
| Admin fee / account holder | $1,805 | $4,667-61.3% | $6,675-73.0% | $4,888-63.1% |