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 | $114,670 | $91,190+25.7% | $178,490-35.8% | $79,858+43.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.23% | 24.19%-14.0pp | 151.07%-140.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $7,382 | $3,256+126.7% | $5,011+47.3% | $2,471+198.8% |
| Participant deferral / active EE | $5,254 | $3,236+62.4% | $5,202+1.0% | $3,740+40.5% |
| Admin fee / account holder | $993 | $6,751-85.3% | $13,984-92.9% | $5,306-81.3% |