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 | $156,223 | $135,952+14.9% | $123,892+26.1% | $273,961-43.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.78% | 56.63%-52.8pp | 47.52%-43.7pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,077 | $5,170-79.2% | $4,617-76.7% | $4,869-77.9% |
| Participant deferral / active EE | $12,684 | $6,343+100.0% | $5,984+112.0% | $5,287+139.9% |
| Admin fee / account holder | $6,696 | $9,817-31.8% | $8,357-19.9% | $10,132-33.9% |