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 | $24,006 | $135,952-82.3% | $123,892-80.6% | $273,961-91.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.88% | 56.63%-43.7pp | 47.52%-34.6pp | 41.45%-28.6pp |
| Employer contribution / active EE | $9,305 | $5,170+80.0% | $4,617+101.6% | $4,869+91.1% |
| Participant deferral / active EE | $5,476 | $6,343-13.7% | $5,984-8.5% | $5,287+3.6% |
| Admin fee / account holder | $411 | $9,817-95.8% | $8,357-95.1% | $10,132-95.9% |