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 | $162,900 | $90,503+80.0% | $78,689+107.0% | $273,961-40.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.90% | 75.60%-70.7pp | 62.18%-57.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $5,848 | $3,176+84.2% | $2,851+105.2% | $4,869+20.1% |
| Participant deferral / active EE | $11,065 | $3,901+183.6% | $3,517+214.6% | $5,287+109.3% |
| Admin fee / account holder | $934 | $5,263-82.3% | $4,510-79.3% | $10,132-90.8% |