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 | $25,559 | $62,586-59.2% | $76,768-66.7% | $64,186-60.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -5.53% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,018 | $1,832+64.8% | $2,485+21.5% | $2,381+26.8% |
| Participant deferral / active EE | $2,367 | $3,145-24.7% | $3,852-38.5% | $3,470-31.8% |
| Admin fee / account holder | $1,320 | $4,667-71.7% | $6,675-80.2% | $4,888-73.0% |