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 | $91,935 | $99,341-7.5% | $84,750+8.5% | $273,961-66.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 39.86% | 22.93%+16.9pp | 22.78%+17.1pp | 41.45%-1.6pp |
| Employer contribution / active EE | $6,820 | $4,214+61.8% | $3,574+90.8% | $4,869+40.1% |
| Participant deferral / active EE | $7,377 | $4,269+72.8% | $3,712+98.7% | $5,287+39.5% |
| Admin fee / account holder | $347 | $6,644-94.8% | $5,332-93.5% | $10,132-96.6% |