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 | $13,300 | $39,122-66.0% | $57,179-76.7% | $62,891-78.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 3.61% | 9.23%-5.6pp | 14.59%-11.0pp | 20.14%-16.5pp |
| Employer contribution / active EE | $2,473 | $1,874+32.0% | $2,682-7.8% | $2,281+8.4% |
| Participant deferral / active EE | $908 | $2,374-61.7% | $3,096-70.7% | $3,203-71.6% |
| Admin fee / account holder | $2,594 | $2,592+0.1% | $3,139-17.4% | $4,296-39.6% |