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 | $33,257 | $99,341-66.5% | $84,750-60.8% | $273,961-87.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.32% | 22.93%-18.6pp | 22.78%-18.5pp | 41.45%-37.1pp |
| Employer contribution / active EE | $8,290 | $4,214+96.7% | $3,574+131.9% | $4,869+70.3% |
| Participant deferral / active EE | $6,032 | $4,269+41.3% | $3,712+62.5% | $5,287+14.1% |
| Admin fee / account holder | $25,651 | $6,644+286.1% | $5,332+381.1% | $10,132+153.2% |