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 | $22,153 | $40,949-45.9% | $181,922-87.8% | $40,949-45.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 91.6%+8.4pp | 68.5%+31.5pp |
| Annual return | 4.64% | 8.88%-4.2pp | 8.70%-4.1pp | 8.88%-4.2pp |
| Employer contribution / active EE | $2,594 | $3,421-24.2% | $8,201-68.4% | $3,421-24.2% |
| Participant deferral / active EE | $0 | $4,053-100.0% | $453-100.0% | $4,053-100.0% |
| Admin fee / account holder | $984 | $6,886-85.7% | $144,726-99.3% | $6,886-85.7% |