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 | $83,099 | $90,503-8.2% | $78,689+5.6% | $273,961-69.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.77% | 75.60%-63.8pp | 62.18%-50.4pp | 41.45%-29.7pp |
| Employer contribution / active EE | $6,688 | $3,176+110.6% | $2,851+134.6% | $4,869+37.4% |
| Participant deferral / active EE | $10,578 | $3,901+171.1% | $3,517+200.8% | $5,287+100.1% |
| Admin fee / account holder | $419 | $5,263-92.0% | $4,510-90.7% | $10,132-95.9% |