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 | $192,210 | $135,952+41.4% | $123,892+55.1% | $273,961-29.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 5.12% | 56.63%-51.5pp | 47.52%-42.4pp | 41.45%-36.3pp |
| Employer contribution / active EE | $6,259 | $5,170+21.1% | $4,617+35.6% | $4,869+28.6% |
| Participant deferral / active EE | $9,413 | $6,343+48.4% | $5,984+57.3% | $5,287+78.0% |
| Admin fee / account holder | $695 | $9,817-92.9% | $8,357-91.7% | $10,132-93.1% |