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 | $22,675 | $45,035-49.7% | $62,995-64.0% | $70,131-67.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.37% | 18.76%-5.4pp | 87.57%-74.2pp | 73.14%-59.8pp |
| Employer contribution / active EE | $2,835 | $2,051+38.2% | $2,759+2.7% | $2,342+21.0% |
| Participant deferral / active EE | $3,145 | $2,465+27.6% | $3,329-5.5% | $3,332-5.6% |
| Admin fee / account holder | $1,328 | $2,834-53.2% | $3,600-63.1% | $4,645-71.4% |