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 | $98,781 | $135,952-27.3% | $123,892-20.3% | $273,961-63.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.44% | 56.63%-49.2pp | 47.52%-40.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,126 | $5,170-39.5% | $4,617-32.3% | $4,869-35.8% |
| Participant deferral / active EE | $7,548 | $6,343+19.0% | $5,984+26.1% | $5,287+42.8% |
| Admin fee / account holder | $1,150 | $9,817-88.3% | $8,357-86.2% | $10,132-88.6% |