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 | $108,862 | $135,952-19.9% | $123,892-12.1% | $273,961-60.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.73% | 56.63%-50.9pp | 47.52%-41.8pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,121 | $5,170-78.3% | $4,617-75.7% | $4,869-77.0% |
| Participant deferral / active EE | $8,018 | $6,343+26.4% | $5,984+34.0% | $5,287+51.7% |
| Admin fee / account holder | $15,540 | $9,817+58.3% | $8,357+86.0% | $10,132+53.4% |