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 | $157,751 | $131,829+19.7% | $108,579+45.3% | $273,961-42.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.44% | -91.57%+97.0pp | -51.70%+57.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,879 | $4,912-41.4% | $3,758-23.4% | $4,869-40.9% |
| Participant deferral / active EE | $7,806 | $5,127+52.2% | $4,311+81.1% | $5,287+47.6% |
| Admin fee / account holder | $5,434 | $10,252-47.0% | $7,645-28.9% | $10,132-46.4% |