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 9-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 | $26,519 | $39,122-32.2% | $57,179-53.6% | $62,891-57.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 1.68% | 9.23%-7.6pp | 14.59%-12.9pp | 20.14%-18.5pp |
| Employer contribution / active EE | $561 | $1,874-70.1% | $2,682-79.1% | $2,281-75.4% |
| Participant deferral / active EE | $5,237 | $2,374+120.6% | $3,096+69.1% | $3,203+63.5% |
| Admin fee / account holder | $341 | $2,592-86.9% | $3,139-89.1% | $4,296-92.1% |