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 | $69,206 | $89,753-22.9% | $107,525-35.6% | $84,808-18.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.34% | 29.48%-13.1pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $7,858 | $3,113+152.4% | $3,754+109.3% | $2,631+198.7% |
| Participant deferral / active EE | $8,243 | $4,056+103.2% | $5,116+61.1% | $4,212+95.7% |
| Admin fee / account holder | $383 | $7,222-94.7% | $8,919-95.7% | $7,344-94.8% |