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 | $141,811 | $135,952+4.3% | $123,892+14.5% | $273,961-48.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.99% | 56.63%-46.6pp | 47.52%-37.5pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,625 | $5,170-68.6% | $4,617-64.8% | $4,869-66.6% |
| Participant deferral / active EE | $8,829 | $6,343+39.2% | $5,984+47.5% | $5,287+67.0% |
| Admin fee / account holder | $626 | $9,817-93.6% | $8,357-92.5% | $10,132-93.8% |