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 | $20,214 | $99,341-79.7% | $84,750-76.1% | $273,961-92.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.23% | 22.93%-20.7pp | 22.78%-20.5pp | 41.45%-39.2pp |
| Employer contribution / active EE | $3,428 | $4,214-18.7% | $3,574-4.1% | $4,869-29.6% |
| Participant deferral / active EE | $1,311 | $4,269-69.3% | $3,712-64.7% | $5,287-75.2% |
| Admin fee / account holder | $2,635 | $6,644-60.3% | $5,332-50.6% | $10,132-74.0% |