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 | $109,139 | $135,952-19.7% | $123,892-11.9% | $273,961-60.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.29% | 56.63%-51.3pp | 47.52%-42.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $13,069 | $5,170+152.8% | $4,617+183.1% | $4,869+168.4% |
| Participant deferral / active EE | $6,655 | $6,343+4.9% | $5,984+11.2% | $5,287+25.9% |
| Admin fee / account holder | $26,037 | $9,817+165.2% | $8,357+211.6% | $10,132+157.0% |