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 | $32,583 | $92,222-64.7% | $76,768-57.6% | $135,375-75.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 5.79% | 5.46%+0.3pp | 2.43%+3.4pp | 519.73%-513.9pp |
| Employer contribution / active EE | $1,250 | $3,216-61.1% | $2,485-49.7% | $4,779-73.8% |
| Participant deferral / active EE | $3,016 | $4,509-33.1% | $3,852-21.7% | $5,609-46.2% |
| Admin fee / account holder | $1,458 | $10,748-86.4% | $6,675-78.2% | $10,827-86.5% |