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 | $151,017 | $131,829+14.6% | $108,579+39.1% | $273,961-44.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.09% | -91.57%+99.7pp | -51.70%+59.8pp | 41.45%-33.4pp |
| Employer contribution / active EE | $6,000 | $4,912+22.1% | $3,758+59.6% | $4,869+23.2% |
| Participant deferral / active EE | $5,827 | $5,127+13.6% | $4,311+35.2% | $5,287+10.2% |
| Admin fee / account holder | $10,984 | $10,252+7.1% | $7,645+43.7% | $10,132+8.4% |