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 | $39,686 | $99,341-60.1% | $84,750-53.2% | $273,961-85.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.99% | 22.93%-19.9pp | 22.78%-19.8pp | 41.45%-38.5pp |
| Employer contribution / active EE | $2,617 | $4,214-37.9% | $3,574-26.8% | $4,869-46.3% |
| Participant deferral / active EE | $1,700 | $4,269-60.2% | $3,712-54.2% | $5,287-67.8% |
| Admin fee / account holder | $2,298 | $6,644-65.4% | $5,332-56.9% | $10,132-77.3% |