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 | $26,831 | $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 | -2.95% | -1.95%-1.0pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $4,165 | $1,832+127.4% | $2,485+67.6% | $2,381+74.9% |
| Participant deferral / active EE | $3,740 | $3,145+18.9% | $3,852-2.9% | $3,470+7.8% |
| Admin fee / account holder | $6,245 | $4,667+33.8% | $6,675-6.4% | $4,888+27.8% |