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 | $105,312 | $135,952-22.5% | $123,892-15.0% | $273,961-61.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.84% | 56.63%-41.8pp | 47.52%-32.7pp | 41.45%-26.6pp |
| Employer contribution / active EE | $12,335 | $5,170+138.6% | $4,617+167.2% | $4,869+153.3% |
| Participant deferral / active EE | $14,373 | $6,343+126.6% | $5,984+140.2% | $5,287+171.9% |
| Admin fee / account holder | $940 | $9,817-90.4% | $8,357-88.7% | $10,132-90.7% |