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 | $212,447 | $135,952+56.3% | $123,892+71.5% | $273,961-22.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.96% | 56.63%-44.7pp | 47.52%-35.6pp | 41.45%-29.5pp |
| Employer contribution / active EE | $2,395 | $5,170-53.7% | $4,617-48.1% | $4,869-50.8% |
| Participant deferral / active EE | $3,319 | $6,343-47.7% | $5,984-44.5% | $5,287-37.2% |
| Admin fee / account holder | $600 | $9,817-93.9% | $8,357-92.8% | $10,132-94.1% |