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 8-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 | $177,021 | $135,952+30.2% | $123,892+42.9% | $273,961-35.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.48% | 56.63%-51.1pp | 47.52%-42.0pp | 41.45%-36.0pp |
| Employer contribution / active EE | $8,850 | $5,170+71.2% | $4,617+91.7% | $4,869+81.8% |
| Participant deferral / active EE | $24,000 | $6,343+278.4% | $5,984+301.1% | $5,287+353.9% |
| Admin fee / account holder | $5,212 | $9,817-46.9% | $8,357-37.6% | $10,132-48.6% |