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 | $37,389 | $61,660-39.4% | $80,019-53.3% | $64,186-41.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -7.11% | -0.33%-6.8pp | 11.22%-18.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,225 | $1,810-32.3% | $2,468-50.3% | $2,381-48.5% |
| Participant deferral / active EE | $3,142 | $2,968+5.9% | $3,686-14.8% | $3,470-9.4% |
| Admin fee / account holder | $777 | $5,417-85.7% | $6,521-88.1% | $4,888-84.1% |