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 | $158,842 | $89,753+77.0% | $107,525+47.7% | $84,808+87.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.72% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $4,862 | $3,113+56.2% | $3,754+29.5% | $2,631+84.8% |
| Participant deferral / active EE | $5,354 | $4,056+32.0% | $5,116+4.7% | $4,212+27.1% |
| Admin fee / account holder | $6,471 | $7,222-10.4% | $8,919-27.4% | $7,344-11.9% |