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 | $165,508 | $99,079+67.0% | $77,999+112.2% | $273,961-39.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.56% | 217.93%-210.4pp | 425.96%-418.4pp | 41.45%-33.9pp |
| Employer contribution / active EE | $8,991 | $3,308+171.8% | $2,470+264.0% | $4,869+84.7% |
| Participant deferral / active EE | $7,625 | $4,306+77.1% | $3,497+118.0% | $5,287+44.2% |
| Admin fee / account holder | $2,671 | $8,954-70.2% | $5,480-51.3% | $10,132-73.6% |