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 | $160,799 | $135,952+18.3% | $123,892+29.8% | $273,961-41.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.32% | 56.63%-48.3pp | 47.52%-39.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,970 | $5,170-23.2% | $4,617-14.0% | $4,869-18.5% |
| Participant deferral / active EE | $4,135 | $6,343-34.8% | $5,984-30.9% | $5,287-21.8% |
| Admin fee / account holder | $1,688 | $9,817-82.8% | $8,357-79.8% | $10,132-83.3% |