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 | $116,038 | $90,503+28.2% | $78,689+47.5% | $273,961-57.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 20.40% | 75.60%-55.2pp | 62.18%-41.8pp | 41.45%-21.1pp |
| Employer contribution / active EE | $8,045 | $3,176+153.3% | $2,851+182.2% | $4,869+65.2% |
| Participant deferral / active EE | $8,465 | $3,901+117.0% | $3,517+140.7% | $5,287+60.1% |
| Admin fee / account holder | $19,961 | $5,263+279.3% | $4,510+342.6% | $10,132+97.0% |