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 | $87,820 | $90,503-3.0% | $78,689+11.6% | $273,961-67.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.99% | 75.60%-69.6pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $10,537 | $3,176+231.8% | $2,851+269.6% | $4,869+116.4% |
| Participant deferral / active EE | $12,154 | $3,901+211.5% | $3,517+245.6% | $5,287+129.9% |
| Admin fee / account holder | $272,116 | $5,263+5070.2% | $4,510+5933.1% | $10,132+2585.7% |