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 | $26,636 | $72,177-63.1% | $115,037-76.8% | $59,632-55.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.41% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $3,132 | $2,841+10.2% | $4,608-32.0% | $2,203+42.2% |
| Participant deferral / active EE | $2,826 | $4,783-40.9% | $6,026-53.1% | $3,192-11.4% |
| Admin fee / account holder | $2,044 | $4,927-58.5% | $8,175-75.0% | $4,297-52.4% |