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 | $33,089 | $99,341-66.7% | $84,750-61.0% | $273,961-87.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.78% | 22.93%-15.2pp | 22.78%-15.0pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,375 | $4,214-19.9% | $3,574-5.6% | $4,869-30.7% |
| Participant deferral / active EE | $6,646 | $4,269+55.7% | $3,712+79.1% | $5,287+25.7% |
| Admin fee / account holder | $397 | $6,644-94.0% | $5,332-92.5% | $10,132-96.1% |