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 | $21,774 | $45,035-51.7% | $62,995-65.4% | $70,131-69.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.96% | 18.76%-2.8pp | 87.57%-71.6pp | 73.14%-57.2pp |
| Employer contribution / active EE | $3,120 | $2,051+52.1% | $2,759+13.1% | $2,342+33.2% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,209 | $2,834-57.4% | $3,600-66.4% | $4,645-74.0% |