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 | $73,547 | $110,257-33.3% | $96,544-23.8% | $139,434-47.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.40% | 26.32%-11.9pp | 25.84%-11.4pp | 372.94%-358.5pp |
| Employer contribution / active EE | $15,118 | $3,620+317.7% | $2,965+409.9% | $4,751+218.2% |
| Participant deferral / active EE | $6,928 | $5,548+24.9% | $4,851+42.8% | $6,710+3.2% |
| Admin fee / account holder | $669 | $11,591-94.2% | $8,252-91.9% | $11,403-94.1% |