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 | $137,654 | $135,952+1.3% | $123,892+11.1% | $273,961-49.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.40% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $8,926 | $5,170+72.7% | $4,617+93.3% | $4,869+83.3% |
| Participant deferral / active EE | $8,495 | $6,343+33.9% | $5,984+42.0% | $5,287+60.7% |
| Admin fee / account holder | $14,840 | $9,817+51.2% | $8,357+77.6% | $10,132+46.5% |