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 | $163,976 | $131,829+24.4% | $108,579+51.0% | $273,961-40.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.86% | -91.57%+99.4pp | -51.70%+59.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $8,023 | $4,912+63.3% | $3,758+113.5% | $4,869+64.8% |
| Participant deferral / active EE | $5,758 | $5,127+12.3% | $4,311+33.6% | $5,287+8.9% |
| Admin fee / account holder | $999 | $10,252-90.3% | $7,645-86.9% | $10,132-90.1% |