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 | $192,014 | $105,931+81.3% | $81,930+134.4% | $158,922+20.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 6.70% | 38.17%-31.5pp | 29.49%-22.8pp | 302.83%-296.1pp |
| Employer contribution / active EE | $1,772 | $7,800-77.3% | $4,310-58.9% | $4,761-62.8% |
| Participant deferral / active EE | $5,166 | $13,003-60.3% | $7,107-27.3% | $5,982-13.6% |
| Admin fee / account holder | $3,244 | $8,489-61.8% | $5,158-37.1% | $11,246-71.2% |