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 | $81,137 | $97,044-16.4% | $83,333-2.6% | $135,375-40.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 7.39% | 12.31%-4.9pp | 10.63%-3.2pp | 519.73%-512.3pp |
| Employer contribution / active EE | $7,698 | $4,143+85.8% | $3,379+127.8% | $4,779+61.1% |
| Participant deferral / active EE | $5,898 | $5,964-1.1% | $5,565+6.0% | $5,609+5.2% |
| Admin fee / account holder | $1,136 | $8,380-86.4% | $7,510-84.9% | $10,827-89.5% |