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 | $22,757 | $135,952-83.3% | $123,892-81.6% | $273,961-91.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.09% | 56.63%-44.5pp | 47.52%-35.4pp | 41.45%-29.4pp |
| Employer contribution / active EE | $8,077 | $5,170+56.2% | $4,617+74.9% | $4,869+65.9% |
| Participant deferral / active EE | $6,857 | $6,343+8.1% | $5,984+14.6% | $5,287+29.7% |
| Admin fee / account holder | $783 | $9,817-92.0% | $8,357-90.6% | $10,132-92.3% |