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 | $131,406 | $135,952-3.3% | $123,892+6.1% | $273,961-52.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.17% | 56.63%-50.5pp | 47.52%-41.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $12,704 | $5,170+145.7% | $4,617+175.2% | $4,869+160.9% |
| Participant deferral / active EE | $10,209 | $6,343+61.0% | $5,984+70.6% | $5,287+93.1% |
| Admin fee / account holder | $1,650 | $9,817-83.2% | $8,357-80.3% | $10,132-83.7% |