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 | $21,387 | $56,897-62.4% | $84,750-74.8% | $62,891-66.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.09% | 6.30%+2.8pp | 22.78%-13.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $8,302 | $2,400+245.9% | $3,574+132.3% | $2,281+264.0% |
| Participant deferral / active EE | $3,983 | $2,709+47.0% | $3,712+7.3% | $3,203+24.3% |
| Admin fee / account holder | $320 | $3,581-91.1% | $5,332-94.0% | $4,296-92.5% |