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 | $212,179 | $135,952+56.1% | $123,892+71.3% | $273,961-22.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.33% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,013 | $5,170-80.4% | $4,617-78.0% | $4,869-79.2% |
| Participant deferral / active EE | $5,963 | $6,343-6.0% | $5,984-0.4% | $5,287+12.8% |
| Admin fee / account holder | $12,825 | $9,817+30.6% | $8,357+53.5% | $10,132+26.6% |