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 | $123,653 | $167,484-26.2% | $151,611-18.4% | $134,475-8.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.77% | 7.80%-6.0pp | 3.33%-1.6pp | 417.96%-416.2pp |
| Employer contribution / active EE | $15,155 | $6,829+121.9% | $6,166+145.8% | $4,740+219.7% |
| Participant deferral / active EE | $3,512 | $8,986-60.9% | $8,363-58.0% | $6,400-45.1% |
| Admin fee / account holder | $868 | $13,783-93.7% | $11,616-92.5% | $11,426-92.4% |