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 | $115,328 | $83,337+38.4% | $67,834+70.0% | $273,961-57.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 10.04% | 259.45%-249.4pp | 138.47%-128.4pp | 41.45%-31.4pp |
| Employer contribution / active EE | $11,249 | $3,287+242.2% | $2,403+368.0% | $4,869+131.0% |
| Participant deferral / active EE | $11,485 | $4,088+180.9% | $3,160+263.5% | $5,287+117.2% |
| Admin fee / account holder | $1,266 | $6,752-81.3% | $4,622-72.6% | $10,132-87.5% |