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 | $24,111 | $60,892-60.4% | $82,389-70.7% | $84,808-71.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 20.31% | 37.29%-17.0pp | 28.67%-8.4pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,619 | $1,779-9.0% | $2,517-35.7% | $2,631-38.5% |
| Participant deferral / active EE | $2,600 | $3,179-18.2% | $4,155-37.4% | $4,212-38.3% |
| Admin fee / account holder | $7,590 | $5,467+38.8% | $7,231+5.0% | $7,344+3.4% |