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 | $138,755 | $135,952+2.1% | $123,892+12.0% | $273,961-49.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.84% | 56.63%-51.8pp | 47.52%-42.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $4,069 | $5,170-21.3% | $4,617-11.9% | $4,869-16.4% |
| Participant deferral / active EE | $3,126 | $6,343-50.7% | $5,984-47.8% | $5,287-40.9% |
| Admin fee / account holder | $1,208 | $9,817-87.7% | $8,357-85.5% | $10,132-88.1% |