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 | $42,241 | $49,280-14.3% | $67,313-37.2% | $64,186-34.2% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.27% | -1.39%-2.9pp | -4.08%-0.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $5,200 | $1,668+211.7% | $2,566+102.7% | $2,381+118.4% |
| Participant deferral / active EE | $1,985 | $2,484-20.1% | $3,568-44.4% | $3,470-42.8% |
| Admin fee / account holder | $3,887 | $3,863+0.6% | $4,507-13.7% | $4,888-20.5% |