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 | $97,676 | $135,952-28.2% | $123,892-21.2% | $273,961-64.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.35% | 56.63%-50.3pp | 47.52%-41.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $7,871 | $5,170+52.2% | $4,617+70.5% | $4,869+61.7% |
| Participant deferral / active EE | $19,664 | $6,343+210.0% | $5,984+228.6% | $5,287+271.9% |
| Admin fee / account holder | $40,707 | $9,817+314.7% | $8,357+387.1% | $10,132+301.8% |