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 | $30,590 | $69,977-56.3% | $108,579-71.8% | $62,891-51.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 5.46% | 10.73%-5.3pp | -51.70%+57.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $3,968 | $2,135+85.9% | $3,758+5.6% | $2,281+74.0% |
| Participant deferral / active EE | $2,432 | $3,165-23.1% | $4,311-43.6% | $3,203-24.1% |
| Admin fee / account holder | $3,563 | $5,076-29.8% | $7,645-53.4% | $4,296-17.0% |