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 | $97,286 | $135,952-28.4% | $123,892-21.5% | $273,961-64.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.83% | 56.63%-44.8pp | 47.52%-35.7pp | 41.45%-29.6pp |
| Employer contribution / active EE | $10,419 | $5,170+101.5% | $4,617+125.7% | $4,869+114.0% |
| Participant deferral / active EE | $11,472 | $6,343+80.9% | $5,984+91.7% | $5,287+117.0% |
| Admin fee / account holder | $1,694 | $9,817-82.7% | $8,357-79.7% | $10,132-83.3% |