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 | $46,430 | $54,726-15.2% | $68,793-32.5% | $64,186-27.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -6.94% | -1.62%-5.3pp | -4.63%-2.3pp | 7.63%-14.6pp |
| Employer contribution / active EE | $4,786 | $1,846+159.2% | $2,625+82.3% | $2,381+101.0% |
| Participant deferral / active EE | $3,042 | $2,626+15.8% | $3,311-8.1% | $3,470-12.3% |
| Admin fee / account holder | $13,322 | $4,027+230.8% | $5,131+159.7% | $4,888+172.5% |