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 | $125,889 | $135,952-7.4% | $123,892+1.6% | $273,961-54.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.09% | 56.63%-49.5pp | 47.52%-40.4pp | 41.45%-34.4pp |
| Employer contribution / active EE | $22,250 | $5,170+330.4% | $4,617+381.9% | $4,869+357.0% |
| Participant deferral / active EE | $21,000 | $6,343+231.1% | $5,984+250.9% | $5,287+297.2% |
| Admin fee / account holder | $743 | $9,817-92.4% | $8,357-91.1% | $10,132-92.7% |