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 | $192,853 | $135,952+41.9% | $123,892+55.7% | $273,961-29.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.51% | 56.63%-49.1pp | 47.52%-40.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $7,903 | $5,170+52.9% | $4,617+71.2% | $4,869+62.3% |
| Participant deferral / active EE | $12,278 | $6,343+93.6% | $5,984+105.2% | $5,287+132.2% |
| Admin fee / account holder | $2,522 | $9,817-74.3% | $8,357-69.8% | $10,132-75.1% |