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 | $75,103 | $135,952-44.8% | $123,892-39.4% | $273,961-72.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.72% | 56.63%-47.9pp | 47.52%-38.8pp | 41.45%-32.7pp |
| Employer contribution / active EE | $10,228 | $5,170+97.8% | $4,617+121.5% | $4,869+110.1% |
| Participant deferral / active EE | $7,113 | $6,343+12.1% | $5,984+18.9% | $5,287+34.5% |
| Admin fee / account holder | $1,128 | $9,817-88.5% | $8,357-86.5% | $10,132-88.9% |