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 | $213,130 | $131,829+61.7% | $108,579+96.3% | $273,961-22.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.86% | -91.57%+96.4pp | -51.70%+56.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $8,889 | $4,912+80.9% | $3,758+136.5% | $4,869+82.6% |
| Participant deferral / active EE | $6,111 | $5,127+19.2% | $4,311+41.8% | $5,287+15.6% |
| Admin fee / account holder | $1,761 | $10,252-82.8% | $7,645-77.0% | $10,132-82.6% |