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 | $100,989 | $177,572-43.1% | $154,803-34.8% | $142,382-29.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.83% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $7,532 | $4,810+56.6% | $4,305+75.0% | $4,299+75.2% |
| Participant deferral / active EE | $10,111 | $6,272+61.2% | $5,540+82.5% | $6,507+55.4% |
| Admin fee / account holder | $688 | $16,786-95.9% | $14,329-95.2% | $12,624-94.5% |