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 | $96,680 | $153,772-37.1% | $133,980-27.8% | $273,961-64.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.28% | 36.51%-24.2pp | 29.30%-17.0pp | 41.45%-29.2pp |
| Employer contribution / active EE | $10,232 | $6,029+69.7% | $5,211+96.3% | $4,869+110.2% |
| Participant deferral / active EE | $19,375 | $6,958+178.4% | $6,282+208.4% | $5,287+266.5% |
| Admin fee / account holder | $385 | $11,765-96.7% | $9,324-95.9% | $10,132-96.2% |