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 3-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 | $43,070 | $71,883-40.1% | $86,677-50.3% | $68,494-37.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -7.69% | 3.52%-11.2pp | 35.91%-43.6pp | -7.84%+0.2pp |
| Employer contribution / active EE | $2,141 | $2,173-1.5% | $2,836-24.5% | $2,596-17.5% |
| Participant deferral / active EE | $3,519 | $3,779-6.9% | $4,656-24.4% | $4,027-12.6% |
| Admin fee / account holder | $3,034 | $6,112-50.4% | $7,493-59.5% | $5,403-43.8% |