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 | $19,028 | $69,518-72.6% | $59,878-68.2% | $135,375-85.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 7.98% | 7.94%0pp | 3.46%+4.5pp | 519.73%-511.8pp |
| Employer contribution / active EE | $4,270 | $3,235+32.0% | $2,722+56.9% | $4,779-10.6% |
| Participant deferral / active EE | $4,270 | $4,206+1.5% | $3,402+25.5% | $5,609-23.9% |
| Admin fee / account holder | $1,542 | $5,734-73.1% | $3,590-57.1% | $10,827-85.8% |