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 | $24,773 | $45,035-45.0% | $62,995-60.7% | $70,131-64.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.20% | 18.76%-6.6pp | 87.57%-75.4pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,406 | $2,051-31.4% | $2,759-49.0% | $2,342-40.0% |
| Participant deferral / active EE | $1,040 | $2,465-57.8% | $3,329-68.8% | $3,332-68.8% |
| Admin fee / account holder | $3,710 | $2,834+30.9% | $3,600+3.1% | $4,645-20.1% |