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 | $140,229 | $132,239+6.0% | $105,722+32.6% | $273,961-48.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 4.74% | 10.07%-5.3pp | 12.25%-7.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $19,873 | $4,867+308.4% | $4,079+387.2% | $4,869+308.2% |
| Participant deferral / active EE | $17,741 | $6,233+184.6% | $5,326+233.1% | $5,287+235.6% |
| Admin fee / account holder | $10,332 | $12,032-14.1% | $8,308+24.4% | $10,132+2.0% |