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 | $126,070 | $135,952-7.3% | $123,892+1.8% | $273,961-54.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.42% | 56.63%-47.2pp | 47.52%-38.1pp | 41.45%-32.0pp |
| Employer contribution / active EE | $3,221 | $5,170-37.7% | $4,617-30.2% | $4,869-33.8% |
| Participant deferral / active EE | $3,099 | $6,343-51.1% | $5,984-48.2% | $5,287-41.4% |
| Admin fee / account holder | $1,657 | $9,817-83.1% | $8,357-80.2% | $10,132-83.7% |