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 | $26,848 | $62,586-57.1% | $76,768-65.0% | $64,186-58.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.98% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,892 | $1,832+57.9% | $2,485+16.4% | $2,381+21.5% |
| Participant deferral / active EE | $2,231 | $3,145-29.0% | $3,852-42.1% | $3,470-35.7% |
| Admin fee / account holder | $365 | $4,667-92.2% | $6,675-94.5% | $4,888-92.5% |