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 | $27,080 | $71,480-62.1% | $90,782-70.2% | $64,186-57.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | -7.48% | -4.25%-3.2pp | -3.42%-4.1pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,310 | $3,415-32.4% | $4,105-43.7% | $2,381-3.0% |
| Participant deferral / active EE | $2,963 | $4,302-31.1% | $5,366-44.8% | $3,470-14.6% |
| Admin fee / account holder | $1,091 | $6,309-82.7% | $5,908-81.5% | $4,888-77.7% |