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 | $103,347 | $93,346+10.7% | $71,796+43.9% | $273,961-62.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.31% | 130.39%-121.1pp | 78.04%-68.7pp | 41.45%-32.1pp |
| Employer contribution / active EE | $5,404 | $2,733+97.7% | $1,924+180.8% | $4,869+11.0% |
| Participant deferral / active EE | $5,556 | $3,475+59.9% | $2,794+98.8% | $5,287+5.1% |
| Admin fee / account holder | $300 | $6,571-95.4% | $4,815-93.8% | $10,132-97.0% |