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 | $207,024 | $131,829+57.0% | $108,579+90.7% | $273,961-24.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.22% | -91.57%+96.8pp | -51.70%+56.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $18,930 | $4,912+285.3% | $3,758+403.7% | $4,869+288.8% |
| Participant deferral / active EE | $11,873 | $5,127+131.6% | $4,311+175.4% | $5,287+124.6% |
| Admin fee / account holder | $2,064 | $10,252-79.9% | $7,645-73.0% | $10,132-79.6% |