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 | $39,299 | $74,879,922-99.9% | $40,145,923-99.9% | $273,961-85.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 3.08% | 2.55%+0.5pp | 5.24%-2.2pp | 41.45%-38.4pp |
| Employer contribution / active EE | $1,745 | $2,350-25.8% | $1,844-5.4% | $4,869-64.2% |
| Participant deferral / active EE | $2,744 | $2,962-7.3% | $2,591+5.9% | $5,287-48.1% |
| Admin fee / account holder | $571 | $3,725-84.7% | $2,903-80.3% | $10,132-94.4% |