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 | $33,385 | $99,341-66.4% | $84,750-60.6% | $273,961-87.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.23% | 22.93%-14.7pp | 22.78%-14.6pp | 41.45%-33.2pp |
| Employer contribution / active EE | $5,917 | $4,214+40.4% | $3,574+65.5% | $4,869+21.5% |
| Participant deferral / active EE | $5,905 | $4,269+38.3% | $3,712+59.1% | $5,287+11.7% |
| Admin fee / account holder | $3,096 | $6,644-53.4% | $5,332-41.9% | $10,132-69.4% |