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 | $34,837 | $62,586-44.3% | $76,768-54.6% | $64,186-45.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.97% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,174 | $1,832+18.7% | $2,485-12.5% | $2,381-8.7% |
| Participant deferral / active EE | $3,220 | $3,145+2.4% | $3,852-16.4% | $3,470-7.2% |
| Admin fee / account holder | $2,129 | $4,667-54.4% | $6,675-68.1% | $4,888-56.4% |