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 | $27,597 | $43,327-36.3% | $59,878-53.9% | $64,186-57.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.41% | -1.55%-1.9pp | 3.46%-6.9pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,391 | $2,028+17.9% | $2,722-12.2% | $2,381+0.4% |
| Participant deferral / active EE | $1,076 | $2,546-57.7% | $3,402-68.4% | $3,470-69.0% |
| Admin fee / account holder | $5,995 | $3,005+99.5% | $3,590+67.0% | $4,888+22.6% |