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 | $14,625 | $56,484-74.1% | $169,463-91.4% | $64,186-77.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.57% | -1.55%-5.0pp | 1.83%-8.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,355 | $1,832+83.1% | $4,159-19.3% | $2,381+40.9% |
| Participant deferral / active EE | $6,992 | $3,448+102.8% | $5,277+32.5% | $3,470+101.5% |
| Admin fee / account holder | $2,346 | $4,174-43.8% | $9,109-74.2% | $4,888-52.0% |