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 | $29,370 | $49,280-40.4% | $67,313-56.4% | $64,186-54.2% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.44% | -1.39%-5.0pp | -4.08%-2.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $5,769 | $1,668+245.8% | $2,566+124.9% | $2,381+142.3% |
| Participant deferral / active EE | $3,494 | $2,484+40.6% | $3,568-2.1% | $3,470+0.7% |
| Admin fee / account holder | $2,195 | $3,863-43.2% | $4,507-51.3% | $4,888-55.1% |