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 | $56,430 | $71,883-21.5% | $86,677-34.9% | $68,494-17.6% |
| Participation rate | 95.0% | 72.2%+22.8pp | 76.6%+18.4pp | 67.9%+27.1pp |
| Annual return | -3.30% | 3.52%-6.8pp | 35.91%-39.2pp | -7.84%+4.5pp |
| Employer contribution / active EE | $5,549 | $2,173+155.4% | $2,836+95.6% | $2,596+113.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,405 | $6,112-60.6% | $7,493-67.9% | $5,403-55.5% |