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 | $22,145 | $96,557-77.1% | $80,975-72.7% | $273,961-91.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 15.12% | 15.14%0pp | 17.10%-2.0pp | 41.45%-26.3pp |
| Employer contribution / active EE | $5,488 | $4,868+12.7% | $3,714+47.7% | $4,869+12.7% |
| Participant deferral / active EE | $15,553 | $6,598+135.7% | $5,696+173.0% | $5,287+194.2% |
| Admin fee / account holder | $606 | $7,492-91.9% | $5,516-89.0% | $10,132-94.0% |