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 | $103,225 | $91,190+13.2% | $178,490-42.2% | $79,858+29.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.09% | 24.19%-14.1pp | 151.07%-141.0pp | 31.71%-21.6pp |
| Employer contribution / active EE | $3,119 | $3,256-4.2% | $5,011-37.7% | $2,471+26.3% |
| Participant deferral / active EE | $5,568 | $3,236+72.0% | $5,202+7.0% | $3,740+48.9% |
| Admin fee / account holder | $307 | $6,751-95.4% | $13,984-97.8% | $5,306-94.2% |