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 | $40,936 | $74,879,922-99.9% | $40,145,923-99.9% | $273,961-85.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 5.50% | 2.55%+3.0pp | 5.24%+0.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,996 | $2,350-15.1% | $1,844+8.2% | $4,869-59.0% |
| Participant deferral / active EE | $2,330 | $2,962-21.3% | $2,591-10.1% | $5,287-55.9% |
| Admin fee / account holder | $1,496 | $3,725-59.8% | $2,903-48.5% | $10,132-85.2% |