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 | $25,049 | $90,503-72.3% | $78,689-68.2% | $273,961-90.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.78% | 75.60%-67.8pp | 62.18%-54.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $10,993 | $3,176+246.1% | $2,851+285.6% | $4,869+125.8% |
| Participant deferral / active EE | $12,700 | $3,901+225.5% | $3,517+261.1% | $5,287+140.2% |
| Admin fee / account holder | $342 | $5,263-93.5% | $4,510-92.4% | $10,132-96.6% |