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 | $136,831 | $90,503+51.2% | $78,689+73.9% | $273,961-50.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 27.39% | 75.60%-48.2pp | 62.18%-34.8pp | 41.45%-14.1pp |
| Employer contribution / active EE | $7,307 | $3,176+130.1% | $2,851+156.3% | $4,869+50.1% |
| Participant deferral / active EE | $7,011 | $3,901+79.7% | $3,517+99.4% | $5,287+32.6% |
| Admin fee / account holder | $322 | $5,263-93.9% | $4,510-92.9% | $10,132-96.8% |