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 | $151,925 | $135,952+11.7% | $123,892+22.6% | $273,961-44.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.47% | 56.63%-49.2pp | 47.52%-40.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $4,736 | $5,170-8.4% | $4,617+2.6% | $4,869-2.7% |
| Participant deferral / active EE | $7,706 | $6,343+21.5% | $5,984+28.8% | $5,287+45.8% |
| Admin fee / account holder | $2,911 | $9,817-70.3% | $8,357-65.2% | $10,132-71.3% |