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 | $152,985 | $135,952+12.5% | $123,892+23.5% | $273,961-44.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.43% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $3,700 | $5,170-28.4% | $4,617-19.9% | $4,869-24.0% |
| Participant deferral / active EE | $9,852 | $6,343+55.3% | $5,984+64.6% | $5,287+86.3% |
| Admin fee / account holder | $2,054 | $9,817-79.1% | $8,357-75.4% | $10,132-79.7% |