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 | $234,987 | $135,952+72.8% | $123,892+89.7% | $273,961-14.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.57% | 56.63%-51.1pp | 47.52%-41.9pp | 41.45%-35.9pp |
| Employer contribution / active EE | $3,539 | $5,170-31.5% | $4,617-23.3% | $4,869-27.3% |
| Participant deferral / active EE | $7,038 | $6,343+11.0% | $5,984+17.6% | $5,287+33.1% |
| Admin fee / account holder | $2,123 | $9,817-78.4% | $8,357-74.6% | $10,132-79.0% |