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 | $164,612 | $135,952+21.1% | $123,892+32.9% | $273,961-39.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.01% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $3,433 | $5,170-33.6% | $4,617-25.6% | $4,869-29.5% |
| Participant deferral / active EE | $4,068 | $6,343-35.9% | $5,984-32.0% | $5,287-23.1% |
| Admin fee / account holder | $10,290 | $9,817+4.8% | $8,357+23.1% | $10,132+1.6% |