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 | $161,977 | $90,503+79.0% | $78,689+105.8% | $273,961-40.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.13% | 75.60%-71.5pp | 62.18%-58.0pp | 41.45%-37.3pp |
| Employer contribution / active EE | $6,943 | $3,176+118.6% | $2,851+143.5% | $4,869+42.6% |
| Participant deferral / active EE | $2,111 | $3,901-45.9% | $3,517-40.0% | $5,287-60.1% |
| Admin fee / account holder | $1,264 | $5,263-76.0% | $4,510-72.0% | $10,132-87.5% |