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 | $29,353 | $45,035-34.8% | $62,995-53.4% | $70,131-58.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.18% | 18.76%-5.6pp | 87.57%-74.4pp | 73.14%-60.0pp |
| Employer contribution / active EE | $2,151 | $2,051+4.8% | $2,759-22.0% | $2,342-8.2% |
| Participant deferral / active EE | $1,301 | $2,465-47.2% | $3,329-60.9% | $3,332-61.0% |
| Admin fee / account holder | $799 | $2,834-71.8% | $3,600-77.8% | $4,645-82.8% |