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 | $22,208 | $90,503-75.5% | $78,689-71.8% | $273,961-91.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.31% | 75.60%-73.3pp | 62.18%-59.9pp | 41.45%-39.1pp |
| Employer contribution / active EE | $1,010 | $3,176-68.2% | $2,851-64.6% | $4,869-79.3% |
| Participant deferral / active EE | $1,574 | $3,901-59.7% | $3,517-55.2% | $5,287-70.2% |
| Admin fee / account holder | $2,901 | $5,263-44.9% | $4,510-35.7% | $10,132-71.4% |