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 | $28,320 | $58,577-51.7% | $83,333-66.0% | $64,186-55.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -5.83% | 9.65%-15.5pp | 10.63%-16.5pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,076 | $2,098-1.1% | $3,379-38.5% | $2,381-12.8% |
| Participant deferral / active EE | $2,544 | $4,654-45.3% | $5,565-54.3% | $3,470-26.7% |
| Admin fee / account holder | $4,736 | $9,275-48.9% | $7,510-36.9% | $4,888-3.1% |