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 | $38,903 | $45,035-13.6% | $62,995-38.2% | $70,131-44.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.63% | 18.76%-5.1pp | 87.57%-73.9pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,107 | $2,051+2.7% | $2,759-23.6% | $2,342-10.1% |
| Participant deferral / active EE | $4,916 | $2,465+99.5% | $3,329+47.7% | $3,332+47.6% |
| Admin fee / account holder | $420 | $2,834-85.2% | $3,600-88.3% | $4,645-91.0% |