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 | $17,797 | $90,503-80.3% | $78,689-77.4% | $273,961-93.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.70% | 75.60%-71.9pp | 62.18%-58.5pp | 41.45%-37.8pp |
| Employer contribution / active EE | $1,531 | $3,176-51.8% | $2,851-46.3% | $4,869-68.6% |
| Participant deferral / active EE | $11,867 | $3,901+204.2% | $3,517+237.4% | $5,287+124.4% |
| Admin fee / account holder | $5,001 | $5,263-5.0% | $4,510+10.9% | $10,132-50.6% |