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 | $239,264 | $135,952+76.0% | $123,892+93.1% | $273,961-12.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.80% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $6,099 | $5,170+18.0% | $4,617+32.1% | $4,869+25.3% |
| Participant deferral / active EE | $9,617 | $6,343+51.6% | $5,984+60.7% | $5,287+81.9% |
| Admin fee / account holder | $17,482 | $9,817+78.1% | $8,357+109.2% | $10,132+72.5% |