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 | $151,356 | $135,952+11.3% | $123,892+22.2% | $273,961-44.8% |
| Participation rate | 95.7% | 84.1%+11.6pp | 81.4%+14.2pp | 83.0%+12.6pp |
| Annual return | 9.04% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $7,253 | $5,170+40.3% | $4,617+57.1% | $4,869+49.0% |
| Participant deferral / active EE | $12,132 | $6,343+91.3% | $5,984+102.7% | $5,287+129.5% |
| Admin fee / account holder | $583 | $9,817-94.1% | $8,357-93.0% | $10,132-94.2% |