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 | $153,977 | $135,952+13.3% | $123,892+24.3% | $273,961-43.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.38% | 56.63%-45.2pp | 47.52%-36.1pp | 41.45%-30.1pp |
| Employer contribution / active EE | $16,968 | $5,170+228.2% | $4,617+267.5% | $4,869+248.5% |
| Participant deferral / active EE | $10,000 | $6,343+57.7% | $5,984+67.1% | $5,287+89.1% |
| Admin fee / account holder | $10,899 | $9,817+11.0% | $8,357+30.4% | $10,132+7.6% |