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 | $100,655 | $135,952-26.0% | $123,892-18.8% | $273,961-63.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.38% | 56.63%-47.2pp | 47.52%-38.1pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,311 | $5,170-74.6% | $4,617-71.6% | $4,869-73.1% |
| Participant deferral / active EE | $6,291 | $6,343-0.8% | $5,984+5.1% | $5,287+19.0% |
| Admin fee / account holder | $8,162 | $9,817-16.9% | $8,357-2.3% | $10,132-19.4% |