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 | $162,249 | $135,952+19.3% | $123,892+31.0% | $273,961-40.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.75% | 56.63%-45.9pp | 47.52%-36.8pp | 41.45%-30.7pp |
| Employer contribution / active EE | $2,872 | $5,170-44.4% | $4,617-37.8% | $4,869-41.0% |
| Participant deferral / active EE | $9,043 | $6,343+42.6% | $5,984+51.1% | $5,287+71.0% |
| Admin fee / account holder | $33,380 | $9,817+240.0% | $8,357+299.4% | $10,132+229.5% |