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 | $175,935 | $135,952+29.4% | $123,892+42.0% | $273,961-35.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.35% | 56.63%-48.3pp | 47.52%-39.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $7,731 | $5,170+49.5% | $4,617+67.5% | $4,869+58.8% |
| Participant deferral / active EE | $7,295 | $6,343+15.0% | $5,984+21.9% | $5,287+38.0% |
| Admin fee / account holder | $563 | $9,817-94.3% | $8,357-93.3% | $10,132-94.4% |