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 | $170,178 | $135,952+25.2% | $123,892+37.4% | $273,961-37.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.79% | 56.63%-45.8pp | 47.52%-36.7pp | 41.45%-30.7pp |
| Employer contribution / active EE | $23,976 | $5,170+363.8% | $4,617+419.3% | $4,869+392.5% |
| Participant deferral / active EE | $18,661 | $6,343+194.2% | $5,984+211.8% | $5,287+253.0% |
| Admin fee / account holder | $4,023 | $9,817-59.0% | $8,357-51.9% | $10,132-60.3% |