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 | $159,324 | $90,503+76.0% | $78,689+102.5% | $273,961-41.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.40% | 75.60%-71.2pp | 62.18%-57.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $5,452 | $3,176+71.7% | $2,851+91.3% | $4,869+12.0% |
| Participant deferral / active EE | $10,904 | $3,901+179.5% | $3,517+210.1% | $5,287+106.2% |
| Admin fee / account holder | $1,071 | $5,263-79.7% | $4,510-76.3% | $10,132-89.4% |