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 | $164,959 | $90,503+82.3% | $78,689+109.6% | $273,961-39.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.68% | 75.60%-63.9pp | 62.18%-50.5pp | 41.45%-29.8pp |
| Employer contribution / active EE | $5,858 | $3,176+84.4% | $2,851+105.5% | $4,869+20.3% |
| Participant deferral / active EE | $11,390 | $3,901+192.0% | $3,517+223.9% | $5,287+115.4% |
| Admin fee / account holder | $546 | $5,263-89.6% | $4,510-87.9% | $10,132-94.6% |