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 | $13,875 | $90,503-84.7% | $78,689-82.4% | $273,961-94.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.07% | 75.60%-68.5pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,519 | $3,176-20.7% | $2,851-11.6% | $4,869-48.3% |
| Participant deferral / active EE | $2,663 | $3,901-31.7% | $3,517-24.3% | $5,287-49.6% |
| Admin fee / account holder | $602 | $5,263-88.6% | $4,510-86.7% | $10,132-94.1% |