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 | $159,170 | $93,346+70.5% | $71,796+121.7% | $273,961-41.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.68% | 130.39%-120.7pp | 78.04%-68.4pp | 41.45%-31.8pp |
| Employer contribution / active EE | $3,892 | $2,733+42.4% | $1,924+102.2% | $4,869-20.1% |
| Participant deferral / active EE | $5,188 | $3,475+49.3% | $2,794+85.7% | $5,287-1.9% |
| Admin fee / account holder | $9,305 | $6,571+41.6% | $4,815+93.2% | $10,132-8.2% |