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 | $107,992 | $228,332-52.7% | $185,823-41.9% | $158,922-32.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.91% | 40.80%-34.9pp | 35.95%-30.0pp | 302.83%-296.9pp |
| Employer contribution / active EE | $7,880 | $4,967+58.7% | $4,087+92.8% | $4,761+65.5% |
| Participant deferral / active EE | $2,756 | $6,415-57.0% | $5,632-51.1% | $5,982-53.9% |
| Admin fee / account holder | $47,962 | $11,864+304.3% | $9,500+404.9% | $11,246+326.5% |