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 | $74,355 | $135,952-45.3% | $123,892-40.0% | $273,961-72.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.51% | 56.63%-43.1pp | 47.52%-34.0pp | 41.45%-27.9pp |
| Employer contribution / active EE | $8,413 | $5,170+62.7% | $4,617+82.2% | $4,869+72.8% |
| Participant deferral / active EE | $5,718 | $6,343-9.9% | $5,984-4.5% | $5,287+8.1% |
| Admin fee / account holder | $4,049 | $9,817-58.8% | $8,357-51.6% | $10,132-60.0% |