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 | $66,114 | $85,006-22.2% | $76,190-13.2% | $145,922-54.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 27.68% | 13.11%+14.6pp | 13.78%+13.9pp | 561.29%-533.6pp |
| Employer contribution / active EE | $8,783 | $5,265+66.8% | $4,578+91.8% | $4,660+88.5% |
| Participant deferral / active EE | $3,516 | $6,392-45.0% | $5,474-35.8% | $6,688-47.4% |
| Admin fee / account holder | $18,556 | $5,760+222.2% | $5,123+262.2% | $13,397+38.5% |