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 | $148,475 | $135,952+9.2% | $123,892+19.8% | $273,961-45.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.18% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $8,925 | $5,170+72.6% | $4,617+93.3% | $4,869+83.3% |
| Participant deferral / active EE | $8,473 | $6,343+33.6% | $5,984+41.6% | $5,287+60.3% |
| Admin fee / account holder | $3,234 | $9,817-67.1% | $8,357-61.3% | $10,132-68.1% |