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 | $173,876 | $135,952+27.9% | $123,892+40.3% | $273,961-36.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.44% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $7,292 | $5,170+41.0% | $4,617+57.9% | $4,869+49.8% |
| Participant deferral / active EE | $14,369 | $6,343+126.5% | $5,984+140.1% | $5,287+171.8% |
| Admin fee / account holder | $38,103 | $9,817+288.1% | $8,357+355.9% | $10,132+276.1% |