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 | $15,481 | $84,527-81.7% | $67,711-77.1% | $125,391-87.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.07% | 2.57%-2.5pp | 25.41%-25.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $3,223 | $3,292-2.1% | $2,559+25.9% | $4,866-33.8% |
| Participant deferral / active EE | $821 | $4,429-81.5% | $3,585-77.1% | $5,352-84.7% |
| Admin fee / account holder | $4,246 | $5,340-20.5% | $4,255-0.2% | $9,540-55.5% |