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 | $186,160 | $135,952+36.9% | $123,892+50.3% | $273,961-32.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 23.35% | 56.63%-33.3pp | 47.52%-24.2pp | 41.45%-18.1pp |
| Employer contribution / active EE | $6,572 | $5,170+27.1% | $4,617+42.4% | $4,869+35.0% |
| Participant deferral / active EE | $19,505 | $6,343+207.5% | $5,984+225.9% | $5,287+268.9% |
| Admin fee / account holder | $1,622 | $9,817-83.5% | $8,357-80.6% | $10,132-84.0% |