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 | $17,529 | $75,828-76.9% | $147,614-88.1% | $59,632-70.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.36% | 0.37%0pp | 61.98%-61.6pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $3,379 | $3,485-3.0% | $5,564-39.3% | $2,203+53.4% |
| Participant deferral / active EE | $1,268 | $3,130-59.5% | $4,895-74.1% | $3,192-60.3% |
| Admin fee / account holder | $2,084 | $5,985-65.2% | $11,611-82.1% | $4,297-51.5% |