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 | $200,569 | $135,952+47.5% | $123,892+61.9% | $273,961-26.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.87% | 56.63%-50.8pp | 47.52%-41.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $13,813 | $5,170+167.2% | $4,617+199.2% | $4,869+183.7% |
| Participant deferral / active EE | $8,911 | $6,343+40.5% | $5,984+48.9% | $5,287+68.5% |
| Admin fee / account holder | $5,698 | $9,817-42.0% | $8,357-31.8% | $10,132-43.8% |