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 | $153,692 | $93,071+65.1% | $74,583+106.1% | $273,961-43.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.45% | 26.18%-18.7pp | 20.47%-13.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $7,698 | $3,160+143.7% | $2,525+204.9% | $4,869+58.1% |
| Participant deferral / active EE | $10,972 | $4,160+163.7% | $3,458+217.3% | $5,287+107.5% |
| Admin fee / account holder | $2,720 | $5,272-48.4% | $4,138-34.3% | $10,132-73.1% |