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 | $182,296 | $131,829+38.3% | $108,579+67.9% | $273,961-33.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.61% | -91.57%+101.2pp | -51.70%+61.3pp | 41.45%-31.8pp |
| Employer contribution / active EE | $3,134 | $4,912-36.2% | $3,758-16.6% | $4,869-35.6% |
| Participant deferral / active EE | $9,857 | $5,127+92.2% | $4,311+128.7% | $5,287+86.4% |
| Admin fee / account holder | $527 | $10,252-94.9% | $7,645-93.1% | $10,132-94.8% |