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 7-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 | $147,324 | $135,952+8.4% | $123,892+18.9% | $273,961-46.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.60% | 56.63%-49.0pp | 47.52%-39.9pp | 41.45%-33.9pp |
| Employer contribution / active EE | $5,000 | $5,170-3.3% | $4,617+8.3% | $4,869+2.7% |
| Participant deferral / active EE | $9,464 | $6,343+49.2% | $5,984+58.2% | $5,287+79.0% |
| Admin fee / account holder | $3,500 | $9,817-64.3% | $8,357-58.1% | $10,132-65.5% |