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 | $204,676 | $96,557+112.0% | $80,975+152.8% | $273,961-25.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.59% | 15.14%-9.6pp | 17.10%-11.5pp | 41.45%-35.9pp |
| Employer contribution / active EE | $9,614 | $4,868+97.5% | $3,714+158.8% | $4,869+97.5% |
| Participant deferral / active EE | $12,891 | $6,598+95.4% | $5,696+126.3% | $5,287+143.8% |
| Admin fee / account holder | $367 | $7,492-95.1% | $5,516-93.3% | $10,132-96.4% |