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 | $184,234 | $93,071+97.9% | $74,583+147.0% | $273,961-32.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.58% | 26.18%-20.6pp | 20.47%-14.9pp | 41.45%-35.9pp |
| Employer contribution / active EE | $11,091 | $3,160+251.0% | $2,525+339.3% | $4,869+127.8% |
| Participant deferral / active EE | $8,294 | $4,160+99.4% | $3,458+139.8% | $5,287+56.9% |
| Admin fee / account holder | $3,638 | $5,272-31.0% | $4,138-12.1% | $10,132-64.1% |