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 | $109,796 | $135,952-19.2% | $123,892-11.4% | $273,961-59.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.07% | 56.63%-44.6pp | 47.52%-35.4pp | 41.45%-29.4pp |
| Employer contribution / active EE | $6,750 | $5,170+30.6% | $4,617+46.2% | $4,869+38.6% |
| Participant deferral / active EE | $9,317 | $6,343+46.9% | $5,984+55.7% | $5,287+76.2% |
| Admin fee / account holder | $656 | $9,817-93.3% | $8,357-92.2% | $10,132-93.5% |