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 | $123,449 | $93,071+32.6% | $74,583+65.5% | $273,961-54.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.81% | 26.18%-18.4pp | 20.47%-12.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $10,123 | $3,160+220.4% | $2,525+300.9% | $4,869+107.9% |
| Participant deferral / active EE | $11,838 | $4,160+184.6% | $3,458+242.3% | $5,287+123.9% |
| Admin fee / account holder | $1,000 | $5,272-81.0% | $4,138-75.8% | $10,132-90.1% |