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 | $100,697 | $135,952-25.9% | $123,892-18.7% | $273,961-63.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.65% | 56.63%-49.0pp | 47.52%-39.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $12,441 | $5,170+140.7% | $4,617+169.5% | $4,869+155.5% |
| Participant deferral / active EE | $13,490 | $6,343+112.7% | $5,984+125.4% | $5,287+155.1% |
| Admin fee / account holder | $3,821 | $9,817-61.1% | $8,357-54.3% | $10,132-62.3% |