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 | $104,483 | $135,952-23.1% | $123,892-15.7% | $273,961-61.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.92% | 56.63%-50.7pp | 47.52%-41.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $9,625 | $5,170+86.2% | $4,617+108.5% | $4,869+97.7% |
| Participant deferral / active EE | $7,195 | $6,343+13.4% | $5,984+20.2% | $5,287+36.1% |
| Admin fee / account holder | $405 | $9,817-95.9% | $8,357-95.2% | $10,132-96.0% |