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 | $45,817 | $56,484-18.9% | $169,463-73.0% | $64,186-28.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -4.00% | -1.55%-2.4pp | 1.83%-5.8pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,898 | $1,832+3.6% | $4,159-54.4% | $2,381-20.3% |
| Participant deferral / active EE | $2,854 | $3,448-17.2% | $5,277-45.9% | $3,470-17.7% |
| Admin fee / account holder | $12,270 | $4,174+194.0% | $9,109+34.7% | $4,888+151.0% |