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 | $24,380 | $89,355-72.7% | $141,162-82.7% | $72,985-66.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 29.83% | 111.85%-82.0pp | 71.39%-41.6pp | 81.00%-51.2pp |
| Employer contribution / active EE | $3,210 | $3,114+3.1% | $4,735-32.2% | $2,440+31.6% |
| Participant deferral / active EE | $7,853 | $5,418+44.9% | $6,709+17.1% | $3,607+117.7% |
| Admin fee / account holder | $3,160 | $5,958-47.0% | $10,261-69.2% | $5,124-38.3% |