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 | $36,945 | $72,388-49.0% | $111,392-66.8% | $64,186-42.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | -5.09% | -1.50%-3.6pp | -2.06%-3.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,990 | $3,000-0.3% | $4,328-30.9% | $2,381+25.6% |
| Participant deferral / active EE | $3,629 | $4,241-14.4% | $5,567-34.8% | $3,470+4.6% |
| Admin fee / account holder | $3,487 | $5,719-39.0% | $12,266-71.6% | $4,888-28.7% |