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 | $166,510 | $135,952+22.5% | $123,892+34.4% | $273,961-39.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.46% | 56.63%-47.2pp | 47.52%-38.1pp | 41.45%-32.0pp |
| Employer contribution / active EE | $7,057 | $5,170+36.5% | $4,617+52.9% | $4,869+44.9% |
| Participant deferral / active EE | $10,210 | $6,343+61.0% | $5,984+70.6% | $5,287+93.1% |
| Admin fee / account holder | $4,294 | $9,817-56.3% | $8,357-48.6% | $10,132-57.6% |