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 | $179,397 | $135,952+32.0% | $123,892+44.8% | $273,961-34.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.81% | 56.63%-47.8pp | 47.52%-38.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $23,612 | $5,170+356.7% | $4,617+411.4% | $4,869+385.0% |
| Participant deferral / active EE | $9,025 | $6,343+42.3% | $5,984+50.8% | $5,287+70.7% |
| Admin fee / account holder | $1,342 | $9,817-86.3% | $8,357-83.9% | $10,132-86.8% |