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 5-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 | $124,251 | $100,970+23.1% | $96,576+28.7% | $137,256-9.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.55% | 38.16%-20.6pp | 38.47%-20.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $7,789 | $3,809+104.5% | $3,553+119.2% | $4,156+87.4% |
| Participant deferral / active EE | $10,167 | $8,286+22.7% | $7,956+27.8% | $6,407+58.7% |
| Admin fee / account holder | $852 | $11,312-92.5% | $11,381-92.5% | $12,270-93.1% |