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 | $44,718 | $54,726-18.3% | $68,793-35.0% | $64,186-30.3% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -2.83% | -1.62%-1.2pp | -4.63%+1.8pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,208 | $1,846+19.6% | $2,625-15.9% | $2,381-7.3% |
| Participant deferral / active EE | $2,756 | $2,626+4.9% | $3,311-16.8% | $3,470-20.6% |
| Admin fee / account holder | $13,479 | $4,027+234.7% | $5,131+162.7% | $4,888+175.8% |