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 | $67,516 | $90,503-25.4% | $78,689-14.2% | $273,961-75.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.62% | 75.60%-68.0pp | 62.18%-54.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $6,126 | $3,176+92.9% | $2,851+114.9% | $4,869+25.8% |
| Participant deferral / active EE | $11,381 | $3,901+191.7% | $3,517+223.6% | $5,287+115.3% |
| Admin fee / account holder | $10,261 | $5,263+95.0% | $4,510+127.5% | $10,132+1.3% |