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 | $246,659 | $135,952+81.4% | $123,892+99.1% | $273,961-10.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 30.97% | 56.63%-25.7pp | 47.52%-16.5pp | 41.45%-10.5pp |
| Employer contribution / active EE | $3,446 | $5,170-33.3% | $4,617-25.4% | $4,869-29.2% |
| Participant deferral / active EE | $7,217 | $6,343+13.8% | $5,984+20.6% | $5,287+36.5% |
| Admin fee / account holder | $1,163 | $9,817-88.1% | $8,357-86.1% | $10,132-88.5% |