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 | $238,521 | $135,952+75.4% | $123,892+92.5% | $273,961-12.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.21% | 56.63%-52.4pp | 47.52%-43.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $5,793 | $5,170+12.0% | $4,617+25.5% | $4,869+19.0% |
| Participant deferral / active EE | $12,707 | $6,343+100.3% | $5,984+112.3% | $5,287+140.3% |
| Admin fee / account holder | $2,173 | $9,817-77.9% | $8,357-74.0% | $10,132-78.6% |