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 | $19,393 | $74,879,922-100.0% | $40,145,923-100.0% | $273,961-92.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 3.46% | 2.55%+0.9pp | 5.24%-1.8pp | 41.45%-38.0pp |
| Employer contribution / active EE | $1,146 | $2,350-51.2% | $1,844-37.8% | $4,869-76.5% |
| Participant deferral / active EE | $2,296 | $2,962-22.5% | $2,591-11.4% | $5,287-56.6% |
| Admin fee / account holder | $415 | $3,725-88.9% | $2,903-85.7% | $10,132-95.9% |