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 | $36,208 | $42,383-14.6% | $76,523-52.7% | $64,186-43.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -5.69% | -16.54%+10.8pp | -0.27%-5.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,889 | $1,563+148.8% | $2,647+46.9% | $2,381+63.3% |
| Participant deferral / active EE | $1,236 | $2,566-51.8% | $3,835-67.8% | $3,470-64.4% |
| Admin fee / account holder | $2,412 | $3,198-24.6% | $4,848-50.2% | $4,888-50.6% |