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 | $173,128 | $131,829+31.3% | $108,579+59.4% | $273,961-36.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 13.01% | -91.57%+104.6pp | -51.70%+64.7pp | 41.45%-28.4pp |
| Employer contribution / active EE | $5,573 | $4,912+13.4% | $3,758+48.3% | $4,869+14.5% |
| Participant deferral / active EE | $5,919 | $5,127+15.4% | $4,311+37.3% | $5,287+12.0% |
| Admin fee / account holder | $19,628 | $10,252+91.5% | $7,645+156.7% | $10,132+93.7% |