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 | $217,154 | $135,952+59.7% | $123,892+75.3% | $273,961-20.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.19% | 56.63%-52.4pp | 47.52%-43.3pp | 41.45%-37.3pp |
| Employer contribution / active EE | $9,636 | $5,170+86.4% | $4,617+108.7% | $4,869+97.9% |
| Participant deferral / active EE | $10,839 | $6,343+70.9% | $5,984+81.1% | $5,287+105.0% |
| Admin fee / account holder | $4,398 | $9,817-55.2% | $8,357-47.4% | $10,132-56.6% |