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 | $115,944 | $135,952-14.7% | $123,892-6.4% | $273,961-57.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.25% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $4,668 | $5,170-9.7% | $4,617+1.1% | $4,869-4.1% |
| Participant deferral / active EE | $8,455 | $6,343+33.3% | $5,984+41.3% | $5,287+59.9% |
| Admin fee / account holder | $20,863 | $9,817+112.5% | $8,357+149.6% | $10,132+105.9% |