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 | $33,291 | $77,419-57.0% | $69,455-52.1% | $152,861-78.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 7.33% | 39.06%-31.7pp | 28.97%-21.6pp | 345.32%-338.0pp |
| Employer contribution / active EE | $5,768 | $3,315+74.0% | $2,779+107.6% | $4,762+21.1% |
| Participant deferral / active EE | $7,390 | $4,414+67.4% | $3,535+109.0% | $5,850+26.3% |
| Admin fee / account holder | $4,224 | $6,207-31.9% | $3,839+10.0% | $11,596-63.6% |