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 | $25,597 | $39,122-34.6% | $57,179-55.2% | $62,891-59.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.51% | 9.23%-2.7pp | 14.59%-8.1pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,800 | $1,874+49.4% | $2,682+4.4% | $2,281+22.7% |
| Participant deferral / active EE | $2,804 | $2,374+18.1% | $3,096-9.4% | $3,203-12.4% |
| Admin fee / account holder | $618 | $2,592-76.1% | $3,139-80.3% | $4,296-85.6% |