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 | $237,275 | $135,952+74.5% | $123,892+91.5% | $273,961-13.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.82% | 56.63%-52.8pp | 47.52%-43.7pp | 41.45%-37.6pp |
| Employer contribution / active EE | $4,181 | $5,170-19.1% | $4,617-9.4% | $4,869-14.1% |
| Participant deferral / active EE | $11,876 | $6,343+87.2% | $5,984+98.5% | $5,287+124.6% |
| Admin fee / account holder | $1,795 | $9,817-81.7% | $8,357-78.5% | $10,132-82.3% |