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 | $34,241 | $65,365-47.6% | $92,893-63.1% | $72,985-53.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.43% | 42.10%-19.7pp | 109.41%-87.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $5,463 | $2,594+110.6% | $3,653+49.6% | $2,440+123.9% |
| Participant deferral / active EE | $6,193 | $3,128+98.0% | $4,236+46.2% | $3,607+71.7% |
| Admin fee / account holder | $4,033 | $4,251-5.1% | $5,794-30.4% | $5,124-21.3% |