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 | $65,918 | $96,965-32.0% | $97,995-32.7% | $147,584-55.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 11.98% | 24.11%-12.1pp | 23.94%-12.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $9,429 | $4,536+107.8% | $4,158+126.7% | $4,876+93.4% |
| Participant deferral / active EE | $5,050 | $5,081-0.6% | $5,097-0.9% | $5,439-7.1% |
| Admin fee / account holder | $658 | $8,120-91.9% | $5,943-88.9% | $10,885-94.0% |