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 | $159,153 | $93,071+71.0% | $74,583+113.4% | $273,961-41.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.59% | 26.18%-18.6pp | 20.47%-12.9pp | 41.45%-33.9pp |
| Employer contribution / active EE | $9,061 | $3,160+186.8% | $2,525+258.8% | $4,869+86.1% |
| Participant deferral / active EE | $7,380 | $4,160+77.4% | $3,458+113.4% | $5,287+39.6% |
| Admin fee / account holder | $395 | $5,272-92.5% | $4,138-90.5% | $10,132-96.1% |