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 | $161,103 | $103,949+55.0% | $69,182+132.9% | $273,961-41.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -0.10% | 35.28%-35.4pp | -21.93%+21.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $9,423 | $1,783+428.5% | $1,206+681.2% | $4,869+93.5% |
| Participant deferral / active EE | $17,400 | $2,716+540.5% | $1,897+817.3% | $5,287+229.1% |
| Admin fee / account holder | $2,009 | $3,671-45.3% | $2,697-25.5% | $10,132-80.2% |