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 | $31,736 | $81,947-61.3% | $105,387-69.9% | $72,985-56.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.87% | 42.90%-23.0pp | 26.82%-7.0pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,304 | $3,468-33.6% | $4,213-45.3% | $2,440-5.6% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $5,502-100.0% | $3,607-100.0% |
| Admin fee / account holder | $503 | $6,258-92.0% | $6,559-92.3% | $5,124-90.2% |