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 | $103,856 | $135,952-23.6% | $123,892-16.2% | $273,961-62.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.23% | 56.63%-41.4pp | 47.52%-32.3pp | 41.45%-26.2pp |
| Employer contribution / active EE | $23,333 | $5,170+351.3% | $4,617+405.4% | $4,869+379.3% |
| Participant deferral / active EE | $21,833 | $6,343+244.2% | $5,984+264.9% | $5,287+313.0% |
| Admin fee / account holder | $1,313 | $9,817-86.6% | $8,357-84.3% | $10,132-87.0% |