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 | $143,028 | $135,952+5.2% | $123,892+15.4% | $273,961-47.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.67% | 56.63%-49.0pp | 47.52%-39.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $6,053 | $5,170+17.1% | $4,617+31.1% | $4,869+24.3% |
| Participant deferral / active EE | $6,527 | $6,343+2.9% | $5,984+9.1% | $5,287+23.5% |
| Admin fee / account holder | $20,000 | $9,817+103.7% | $8,357+139.3% | $10,132+97.4% |