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 | $162,489 | $135,952+19.5% | $123,892+31.2% | $273,961-40.7% |
| Participation rate | 95.0% | 84.1%+10.9pp | 81.4%+13.6pp | 83.0%+12.0pp |
| Annual return | 7.22% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $11,715 | $5,170+126.6% | $4,617+153.8% | $4,869+140.6% |
| Participant deferral / active EE | $7,213 | $6,343+13.7% | $5,984+20.5% | $5,287+36.4% |
| Admin fee / account holder | $35,809 | $9,817+264.8% | $8,357+328.5% | $10,132+253.4% |