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 | $86,144 | $88,707-2.9% | $74,183+16.1% | $273,961-68.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.47% | 11.94%-0.5pp | 17.74%-6.3pp | 41.45%-30.0pp |
| Employer contribution / active EE | $6,300 | $3,159+99.4% | $2,370+165.8% | $4,869+29.4% |
| Participant deferral / active EE | $24,000 | $4,212+469.8% | $3,550+576.1% | $5,287+353.9% |
| Admin fee / account holder | $412 | $8,717-95.3% | $5,586-92.6% | $10,132-95.9% |