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 | $32,429 | $58,577-44.6% | $83,333-61.1% | $64,186-49.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -4.23% | 9.65%-13.9pp | 10.63%-14.9pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,554 | $2,098-26.0% | $3,379-54.0% | $2,381-34.7% |
| Participant deferral / active EE | $2,674 | $4,654-42.5% | $5,565-51.9% | $3,470-22.9% |
| Admin fee / account holder | $2,494 | $9,275-73.1% | $7,510-66.8% | $4,888-49.0% |