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 | $30,537 | $61,660-50.5% | $80,019-61.8% | $64,186-52.4% |
| Participation rate | 90.9% | 71.7%+19.2pp | 75.8%+15.1pp | 69.6%+21.3pp |
| Annual return | -4.80% | -0.33%-4.5pp | 11.22%-16.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,497 | $1,810-17.3% | $2,468-39.3% | $2,381-37.1% |
| Participant deferral / active EE | $1,349 | $2,968-54.5% | $3,686-63.4% | $3,470-61.1% |
| Admin fee / account holder | $504 | $5,417-90.7% | $6,521-92.3% | $4,888-89.7% |