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 | $123,570 | $135,952-9.1% | $123,892-0.3% | $273,961-54.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.59% | 56.63%-51.0pp | 47.52%-41.9pp | 41.45%-35.9pp |
| Employer contribution / active EE | $4,726 | $5,170-8.6% | $4,617+2.4% | $4,869-2.9% |
| Participant deferral / active EE | $14,566 | $6,343+129.7% | $5,984+143.4% | $5,287+175.5% |
| Admin fee / account holder | $62,667 | $9,817+538.3% | $8,357+649.9% | $10,132+518.5% |