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 | $72,622 | $90,503-19.8% | $78,689-7.7% | $273,961-73.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.00% | 75.60%-66.6pp | 62.18%-53.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $5,619 | $3,176+76.9% | $2,851+97.1% | $4,869+15.4% |
| Participant deferral / active EE | $12,357 | $3,901+216.7% | $3,517+251.4% | $5,287+133.7% |
| Admin fee / account holder | $508 | $5,263-90.3% | $4,510-88.7% | $10,132-95.0% |