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 | $18,962 | $56,277-66.3% | $80,975-76.6% | $62,891-69.8% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 5.82% | 22.12%-16.3pp | 17.10%-11.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,949 | $1,943+0.3% | $3,714-47.5% | $2,281-14.5% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,326 | $3,741-64.6% | $5,516-76.0% | $4,296-69.1% |