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 | $124,371 | $135,952-8.5% | $123,892+0.4% | $273,961-54.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.92% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,074 | $5,170-59.9% | $4,617-55.1% | $4,869-57.4% |
| Participant deferral / active EE | $7,289 | $6,343+14.9% | $5,984+21.8% | $5,287+37.9% |
| Admin fee / account holder | $26,783 | $9,817+172.8% | $8,357+220.5% | $10,132+164.3% |