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 | $115,488 | $135,952-15.1% | $123,892-6.8% | $273,961-57.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 17.90% | 56.63%-38.7pp | 47.52%-29.6pp | 41.45%-23.6pp |
| Employer contribution / active EE | $35,000 | $5,170+577.0% | $4,617+658.1% | $4,869+618.9% |
| Participant deferral / active EE | $18,000 | $6,343+183.8% | $5,984+200.8% | $5,287+240.5% |
| Admin fee / account holder | $440 | $9,817-95.5% | $8,357-94.7% | $10,132-95.7% |