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 6-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 | $23,922 | $99,341-75.9% | $84,750-71.8% | $273,961-91.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.41% | 22.93%-19.5pp | 22.78%-19.4pp | 41.45%-38.0pp |
| Employer contribution / active EE | $2,544 | $4,214-39.6% | $3,574-28.8% | $4,869-47.7% |
| Participant deferral / active EE | $6,415 | $4,269+50.3% | $3,712+72.8% | $5,287+21.3% |
| Admin fee / account holder | $1,135 | $6,644-82.9% | $5,332-78.7% | $10,132-88.8% |