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 | $103,212 | $135,952-24.1% | $123,892-16.7% | $273,961-62.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.89% | 56.63%-46.7pp | 47.52%-37.6pp | 41.45%-31.6pp |
| Employer contribution / active EE | $8,842 | $5,170+71.0% | $4,617+91.5% | $4,869+81.6% |
| Participant deferral / active EE | $8,086 | $6,343+27.5% | $5,984+35.1% | $5,287+52.9% |
| Admin fee / account holder | $95,095 | $9,817+868.7% | $8,357+1037.9% | $10,132+838.6% |