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 | $70,427 | $181,894-61.3% | $156,549-55.0% | $273,961-74.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.45% | 30.74%-22.3pp | 32.23%-23.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $9,200 | $6,248+47.2% | $5,501+67.2% | $4,869+89.0% |
| Participant deferral / active EE | $11,291 | $5,550+103.4% | $4,871+131.8% | $5,287+113.6% |
| Admin fee / account holder | $930 | $15,559-94.0% | $13,027-92.9% | $10,132-90.8% |