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 | $27,935 | $39,122-28.6% | $57,179-51.1% | $62,891-55.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 3.54% | 9.23%-5.7pp | 14.59%-11.0pp | 20.14%-16.6pp |
| Employer contribution / active EE | $1,314 | $1,874-29.9% | $2,682-51.0% | $2,281-42.4% |
| Participant deferral / active EE | $2,408 | $2,374+1.4% | $3,096-22.2% | $3,203-24.8% |
| Admin fee / account holder | $3,415 | $2,592+31.8% | $3,139+8.8% | $4,296-20.5% |