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 6-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 | $34,312 | $24,209+41.7% | $55,343-38.0% | $24,209+41.7% |
| Participation rate | 100.0% | 93.3%+6.7pp | 100.0%0pp | 93.3%+6.7pp |
| Annual return | 2.85% | 3.91%-1.1pp | 4.25%-1.4pp | 3.91%-1.1pp |
| Employer contribution / active EE | $2,381 | $8,642-72.5% | $8,602-72.3% | $8,642-72.5% |
| Participant deferral / active EE | $0 | $960-100.0% | $0 | $960-100.0% |
| Admin fee / account holder | $2,624 | $1,157+126.8% | $2,465+6.5% | $1,157+126.8% |