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 | $79,665 | $65,685+21.3% | $57,179+39.3% | $273,961-70.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.45% | 21.99%-13.5pp | 14.59%-6.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $10,111 | $3,279+208.4% | $2,682+276.9% | $4,869+107.7% |
| Participant deferral / active EE | $10,030 | $3,782+165.2% | $3,096+223.9% | $5,287+89.7% |
| Admin fee / account holder | $600 | $4,835-87.6% | $3,139-80.9% | $10,132-94.1% |