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 | $160,511 | $131,829+21.8% | $108,579+47.8% | $273,961-41.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.46% | -91.57%+100.0pp | -51.70%+60.2pp | 41.45%-33.0pp |
| Employer contribution / active EE | $4,933 | $4,912+0.4% | $3,758+31.2% | $4,869+1.3% |
| Participant deferral / active EE | $11,652 | $5,127+127.3% | $4,311+170.3% | $5,287+120.4% |
| Admin fee / account holder | $39,933 | $10,252+289.5% | $7,645+422.3% | $10,132+294.1% |