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 | $46,709 | $62,586-25.4% | $76,768-39.2% | $64,186-27.2% |
| Participation rate | 91.3% | 72.8%+18.5pp | 77.0%+14.3pp | 69.6%+21.7pp |
| Annual return | -4.44% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,949 | $1,832+61.0% | $2,485+18.7% | $2,381+23.9% |
| Participant deferral / active EE | $2,920 | $3,145-7.1% | $3,852-24.2% | $3,470-15.8% |
| Admin fee / account holder | $1,183 | $4,667-74.7% | $6,675-82.3% | $4,888-75.8% |