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 | $153,017 | $135,952+12.6% | $123,892+23.5% | $273,961-44.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.45% | 56.63%-46.2pp | 47.52%-37.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,083 | $5,170-79.0% | $4,617-76.5% | $4,869-77.7% |
| Participant deferral / active EE | $5,951 | $6,343-6.2% | $5,984-0.5% | $5,287+12.6% |
| Admin fee / account holder | $5,562 | $9,817-43.3% | $8,357-33.4% | $10,132-45.1% |