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 | $201,958 | $135,952+48.6% | $123,892+63.0% | $273,961-26.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.14% | 56.63%-49.5pp | 47.52%-40.4pp | 41.45%-34.3pp |
| Employer contribution / active EE | $6,083 | $5,170+17.7% | $4,617+31.8% | $4,869+24.9% |
| Participant deferral / active EE | $8,506 | $6,343+34.1% | $5,984+42.1% | $5,287+60.9% |
| Admin fee / account holder | $7,470 | $9,817-23.9% | $8,357-10.6% | $10,132-26.3% |