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 | $33,806 | $138,065-75.5% | $123,544-72.6% | $135,375-75.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 11.84% | 153.68%-141.8pp | 119.20%-107.4pp | 519.73%-507.9pp |
| Employer contribution / active EE | $4,958 | $5,151-3.8% | $4,628+7.1% | $4,779+3.7% |
| Participant deferral / active EE | $6,970 | $6,799+2.5% | $6,426+8.5% | $5,609+24.3% |
| Admin fee / account holder | $3,590 | $10,916-67.1% | $9,284-61.3% | $10,827-66.8% |