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 | $85,496 | $135,952-37.1% | $123,892-31.0% | $273,961-68.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.64% | 56.63%-45.0pp | 47.52%-35.9pp | 41.45%-29.8pp |
| Employer contribution / active EE | $9,975 | $5,170+93.0% | $4,617+116.1% | $4,869+104.9% |
| Participant deferral / active EE | $14,141 | $6,343+123.0% | $5,984+136.3% | $5,287+167.5% |
| Admin fee / account holder | $991 | $9,817-89.9% | $8,357-88.1% | $10,132-90.2% |