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 | $88,923 | $153,772-42.2% | $133,980-33.6% | $273,961-67.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.26% | 36.51%-23.3pp | 29.30%-16.0pp | 41.45%-28.2pp |
| Employer contribution / active EE | $10,809 | $6,029+79.3% | $5,211+107.4% | $4,869+122.0% |
| Participant deferral / active EE | $9,715 | $6,958+39.6% | $6,282+54.6% | $5,287+83.7% |
| Admin fee / account holder | $802 | $11,765-93.2% | $9,324-91.4% | $10,132-92.1% |