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 | $109,098 | $135,952-19.8% | $123,892-11.9% | $273,961-60.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.42% | 56.63%-47.2pp | 47.52%-38.1pp | 41.45%-32.0pp |
| Employer contribution / active EE | $9,670 | $5,170+87.1% | $4,617+109.5% | $4,869+98.6% |
| Participant deferral / active EE | $5,915 | $6,343-6.7% | $5,984-1.2% | $5,287+11.9% |
| Admin fee / account holder | $39,516 | $9,817+302.5% | $8,357+372.9% | $10,132+290.0% |