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 | $17,455 | $99,341-82.4% | $84,750-79.4% | $273,961-93.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.70% | 22.93%-17.2pp | 22.78%-17.1pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,586 | $4,214-62.4% | $3,574-55.6% | $4,869-67.4% |
| Participant deferral / active EE | $3,506 | $4,269-17.9% | $3,712-5.5% | $5,287-33.7% |
| Admin fee / account holder | $461 | $6,644-93.1% | $5,332-91.4% | $10,132-95.5% |