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 | $40,762 | $42,383-3.8% | $76,523-46.7% | $64,186-36.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -7.54% | -16.54%+9.0pp | -0.27%-7.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,708 | $1,563+9.3% | $2,647-35.5% | $2,381-28.2% |
| Participant deferral / active EE | $2,287 | $2,566-10.9% | $3,835-40.4% | $3,470-34.1% |
| Admin fee / account holder | $1,052 | $3,198-67.1% | $4,848-78.3% | $4,888-78.5% |