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 | $116,751 | $135,952-14.1% | $123,892-5.8% | $273,961-57.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.76% | 56.63%-50.9pp | 47.52%-41.8pp | 41.45%-35.7pp |
| Employer contribution / active EE | $3,163 | $5,170-38.8% | $4,617-31.5% | $4,869-35.0% |
| Participant deferral / active EE | $12,670 | $6,343+99.8% | $5,984+111.7% | $5,287+139.6% |
| Admin fee / account holder | $890 | $9,817-90.9% | $8,357-89.4% | $10,132-91.2% |