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 | $170,805 | $131,829+29.6% | $108,579+57.3% | $273,961-37.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.99% | -91.57%+97.6pp | -51.70%+57.7pp | 41.45%-35.5pp |
| Employer contribution / active EE | $4,803 | $4,912-2.2% | $3,758+27.8% | $4,869-1.3% |
| Participant deferral / active EE | $11,151 | $5,127+117.5% | $4,311+158.7% | $5,287+110.9% |
| Admin fee / account holder | $1,858 | $10,252-81.9% | $7,645-75.7% | $10,132-81.7% |