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 | $34,795 | $56,897-38.8% | $84,750-58.9% | $62,891-44.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.98% | 6.30%-0.3pp | 22.78%-16.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,274 | $2,400-46.9% | $3,574-64.4% | $2,281-44.1% |
| Participant deferral / active EE | $1,719 | $2,709-36.5% | $3,712-53.7% | $3,203-46.3% |
| Admin fee / account holder | $838 | $3,581-76.6% | $5,332-84.3% | $4,296-80.5% |