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 | $28,849 | $96,557-70.1% | $80,975-64.4% | $273,961-89.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.33% | 15.14%-9.8pp | 17.10%-11.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,083 | $4,868-57.2% | $3,714-43.9% | $4,869-57.2% |
| Participant deferral / active EE | $1,744 | $6,598-73.6% | $5,696-69.4% | $5,287-67.0% |
| Admin fee / account holder | $332 | $7,492-95.6% | $5,516-94.0% | $10,132-96.7% |