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 3-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 | $17,501 | $90,503-80.7% | $78,689-77.8% | $273,961-93.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.60% | 75.60%-70.0pp | 62.18%-56.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,672 | $3,176+15.6% | $2,851+28.8% | $4,869-24.6% |
| Participant deferral / active EE | $6,603 | $3,901+69.3% | $3,517+87.8% | $5,287+24.9% |
| Admin fee / account holder | $11,605 | $5,263+120.5% | $4,510+157.3% | $10,132+14.5% |