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 | $106,164 | $181,894-41.6% | $156,549-32.2% | $273,961-61.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.64% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $9,073 | $6,248+45.2% | $5,501+64.9% | $4,869+86.4% |
| Participant deferral / active EE | $5,968 | $5,550+7.5% | $4,871+22.5% | $5,287+12.9% |
| Admin fee / account holder | $1,047 | $15,559-93.3% | $13,027-92.0% | $10,132-89.7% |