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 | $214,479 | $90,503+137.0% | $78,689+172.6% | $273,961-21.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.16% | 75.60%-67.4pp | 62.18%-54.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $19,294 | $3,176+507.5% | $2,851+576.8% | $4,869+296.3% |
| Participant deferral / active EE | $12,968 | $3,901+232.4% | $3,517+268.7% | $5,287+145.3% |
| Admin fee / account holder | $1,736 | $5,263-67.0% | $4,510-61.5% | $10,132-82.9% |