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 | $48,656 | $71,883-32.3% | $86,677-43.9% | $68,494-29.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.02% | 3.52%-15.5pp | 35.91%-47.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,719 | $2,173-20.9% | $2,836-39.4% | $2,596-33.8% |
| Participant deferral / active EE | $3,165 | $3,779-16.2% | $4,656-32.0% | $4,027-21.4% |
| Admin fee / account holder | $5,645 | $6,112-7.6% | $7,493-24.7% | $5,403+4.5% |