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 | $163,327 | $131,829+23.9% | $108,579+50.4% | $273,961-40.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.00% | -91.57%+96.6pp | -51.70%+56.7pp | 41.45%-36.5pp |
| Employer contribution / active EE | $8,047 | $4,912+63.8% | $3,758+114.1% | $4,869+65.3% |
| Participant deferral / active EE | $12,602 | $5,127+145.8% | $4,311+192.3% | $5,287+138.3% |
| Admin fee / account holder | $636 | $10,252-93.8% | $7,645-91.7% | $10,132-93.7% |