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 | $192,681 | $153,311+25.7% | $109,313+76.3% | $273,961-29.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.22% | 29.86%-24.6pp | 22.07%-16.8pp | 41.45%-36.2pp |
| Employer contribution / active EE | $15,900 | $5,619+183.0% | $3,892+308.5% | $4,869+226.6% |
| Participant deferral / active EE | $21,000 | $3,932+434.1% | $3,166+563.2% | $5,287+297.2% |
| Admin fee / account holder | $2,791 | $8,076-65.4% | $5,666-50.7% | $10,132-72.5% |