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 | $201,884 | $131,829+53.1% | $108,579+85.9% | $273,961-26.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.41% | -91.57%+102.0pp | -51.70%+62.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $7,841 | $4,912+59.6% | $3,758+108.6% | $4,869+61.1% |
| Participant deferral / active EE | $7,941 | $5,127+54.9% | $4,311+84.2% | $5,287+50.2% |
| Admin fee / account holder | $5,681 | $10,252-44.6% | $7,645-25.7% | $10,132-43.9% |