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 | $176,917 | $135,952+30.1% | $123,892+42.8% | $273,961-35.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.72% | 56.63%-42.9pp | 47.52%-33.8pp | 41.45%-27.7pp |
| Employer contribution / active EE | $5,109 | $5,170-1.2% | $4,617+10.7% | $4,869+4.9% |
| Participant deferral / active EE | $9,199 | $6,343+45.0% | $5,984+53.7% | $5,287+74.0% |
| Admin fee / account holder | $3,487 | $9,817-64.5% | $8,357-58.3% | $10,132-65.6% |