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 | $32,558 | $56,897-42.8% | $84,750-61.6% | $62,891-48.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.41% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.7pp |
| Employer contribution / active EE | $773 | $2,400-67.8% | $3,574-78.4% | $2,281-66.1% |
| Participant deferral / active EE | $2,103 | $2,709-22.4% | $3,712-43.3% | $3,203-34.3% |
| Admin fee / account holder | $3,640 | $3,581+1.6% | $5,332-31.7% | $4,296-15.3% |