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 | $33,185 | $102,382-67.6% | $147,005-77.4% | $80,874-59.0% |
| Participation rate | 97.3% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.7pp |
| Annual return | 13.19% | 134.89%-121.7pp | 418.76%-405.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $3,404 | $3,715-8.4% | $4,934-31.0% | $2,756+23.5% |
| Participant deferral / active EE | $5,809 | $6,646-12.6% | $8,070-28.0% | $4,297+35.2% |
| Admin fee / account holder | $7,708 | $7,942-2.9% | $13,006-40.7% | $6,935+11.1% |