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 | $91,124 | $135,952-33.0% | $123,892-26.4% | $273,961-66.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.68% | 56.63%-49.9pp | 47.52%-40.8pp | 41.45%-34.8pp |
| Employer contribution / active EE | $7,115 | $5,170+37.6% | $4,617+54.1% | $4,869+46.1% |
| Participant deferral / active EE | $6,734 | $6,343+6.2% | $5,984+12.5% | $5,287+27.4% |
| Admin fee / account holder | $529 | $9,817-94.6% | $8,357-93.7% | $10,132-94.8% |