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 | $80,523 | $135,952-40.8% | $123,892-35.0% | $273,961-70.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.03% | 56.63%-49.6pp | 47.52%-40.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $4,143 | $5,170-19.9% | $4,617-10.3% | $4,869-14.9% |
| Participant deferral / active EE | $9,894 | $6,343+56.0% | $5,984+65.3% | $5,287+87.1% |
| Admin fee / account holder | $4,475 | $9,817-54.4% | $8,357-46.5% | $10,132-55.8% |