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 | $105,174 | $133,922-21.5% | $116,228-9.5% | $142,382-26.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.52% | 147.76%-136.2pp | 90.06%-78.5pp | 217.08%-205.6pp |
| Employer contribution / active EE | $6,090 | $3,446+76.7% | $2,994+103.4% | $4,299+41.6% |
| Participant deferral / active EE | $15,732 | $5,672+177.4% | $4,953+217.6% | $6,507+141.8% |
| Admin fee / account holder | $1,005 | $14,945-93.3% | $11,989-91.6% | $12,624-92.0% |