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 | $154,692 | $135,952+13.8% | $123,892+24.9% | $273,961-43.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.46% | 56.63%-46.2pp | 47.52%-37.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $12,062 | $5,170+133.3% | $4,617+161.3% | $4,869+147.8% |
| Participant deferral / active EE | $10,382 | $6,343+63.7% | $5,984+73.5% | $5,287+96.4% |
| Admin fee / account holder | $4,927 | $9,817-49.8% | $8,357-41.0% | $10,132-51.4% |