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 | $109,503 | $90,503+21.0% | $78,689+39.2% | $273,961-60.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.78% | 75.60%-67.8pp | 62.18%-54.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $6,015 | $3,176+89.4% | $2,851+111.0% | $4,869+23.5% |
| Participant deferral / active EE | $6,078 | $3,901+55.8% | $3,517+72.8% | $5,287+15.0% |
| Admin fee / account holder | $17,177 | $5,263+226.4% | $4,510+280.8% | $10,132+69.5% |