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 9-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 | $11,043 | $39,122-71.8% | $57,179-80.7% | $62,891-82.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 1.62% | 9.23%-7.6pp | 14.59%-13.0pp | 20.14%-18.5pp |
| Employer contribution / active EE | $1,419 | $1,874-24.3% | $2,682-47.1% | $2,281-37.8% |
| Participant deferral / active EE | $1,434 | $2,374-39.6% | $3,096-53.7% | $3,203-55.2% |
| Admin fee / account holder | $579 | $2,592-77.7% | $3,139-81.6% | $4,296-86.5% |