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 | $16,151 | $39,122-58.7% | $57,179-71.8% | $62,891-74.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 9.65% | 9.23%+0.4pp | 14.59%-4.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $3,491 | $1,874+86.3% | $2,682+30.1% | $2,281+53.0% |
| Participant deferral / active EE | $4,281 | $2,374+80.4% | $3,096+38.3% | $3,203+33.7% |
| Admin fee / account holder | $679 | $2,592-73.8% | $3,139-78.4% | $4,296-84.2% |