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 | $246,264 | $135,952+81.1% | $123,892+98.8% | $273,961-10.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.97% | 56.63%-48.7pp | 47.52%-39.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $9,504 | $5,170+83.8% | $4,617+105.8% | $4,869+95.2% |
| Participant deferral / active EE | $10,202 | $6,343+60.9% | $5,984+70.5% | $5,287+93.0% |
| Admin fee / account holder | $6,783 | $9,817-30.9% | $8,357-18.8% | $10,132-33.1% |