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 | $185,310 | $135,952+36.3% | $123,892+49.6% | $273,961-32.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.20% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,806 | $5,170-45.7% | $4,617-39.2% | $4,869-42.4% |
| Participant deferral / active EE | $12,048 | $6,343+90.0% | $5,984+101.3% | $5,287+127.9% |
| Admin fee / account holder | $429 | $9,817-95.6% | $8,357-94.9% | $10,132-95.8% |