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 | $230,500 | $135,952+69.5% | $123,892+86.0% | $273,961-15.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.23% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $8,276 | $5,170+60.1% | $4,617+79.3% | $4,869+70.0% |
| Participant deferral / active EE | $7,966 | $6,343+25.6% | $5,984+33.1% | $5,287+50.7% |
| Admin fee / account holder | $82,786 | $9,817+743.3% | $8,357+890.6% | $10,132+717.1% |