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 4-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 | $42,006 | $97,881-57.1% | $80,004-47.5% | $125,391-66.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 2.85% | 9.36%-6.5pp | 7.63%-4.8pp | 282.22%-279.4pp |
| Employer contribution / active EE | $2,542 | $3,128-18.7% | $2,473+2.8% | $4,866-47.8% |
| Participant deferral / active EE | $5,747 | $3,744+53.5% | $3,204+79.4% | $5,352+7.4% |
| Admin fee / account holder | $7,408 | $6,278+18.0% | $5,033+47.2% | $9,540-22.3% |