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 | $110,109 | $135,952-19.0% | $123,892-11.1% | $273,961-59.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.11% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $11,148 | $5,170+115.6% | $4,617+141.5% | $4,869+129.0% |
| Participant deferral / active EE | $6,449 | $6,343+1.7% | $5,984+7.8% | $5,287+22.0% |
| Admin fee / account holder | $725 | $9,817-92.6% | $8,357-91.3% | $10,132-92.8% |