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 | $88,335 | $93,346-5.4% | $71,796+23.0% | $273,961-67.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 10.76% | 130.39%-119.6pp | 78.04%-67.3pp | 41.45%-30.7pp |
| Employer contribution / active EE | $10,032 | $2,733+267.0% | $1,924+421.3% | $4,869+106.1% |
| Participant deferral / active EE | $12,200 | $3,475+251.1% | $2,794+336.6% | $5,287+130.7% |
| Admin fee / account holder | $338 | $6,571-94.9% | $4,815-93.0% | $10,132-96.7% |