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 6-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 | $242,753 | $135,952+78.6% | $123,892+95.9% | $273,961-11.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.51% | 56.63%-48.1pp | 47.52%-39.0pp | 41.45%-32.9pp |
| Employer contribution / active EE | $3,176 | $5,170-38.6% | $4,617-31.2% | $4,869-34.8% |
| Participant deferral / active EE | $24,000 | $6,343+278.4% | $5,984+301.1% | $5,287+353.9% |
| Admin fee / account holder | $1,645 | $9,817-83.2% | $8,357-80.3% | $10,132-83.8% |