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 | $45,580 | $62,586-27.2% | $76,768-40.6% | $64,186-29.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.40% | -1.95%-3.5pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $790 | $1,832-56.9% | $2,485-68.2% | $2,381-66.8% |
| Participant deferral / active EE | $3,494 | $3,145+11.1% | $3,852-9.3% | $3,470+0.7% |
| Admin fee / account holder | $2,590 | $4,667-44.5% | $6,675-61.2% | $4,888-47.0% |