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 | $206,639 | $135,952+52.0% | $123,892+66.8% | $273,961-24.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.16% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $3,225 | $5,170-37.6% | $4,617-30.1% | $4,869-33.8% |
| Participant deferral / active EE | $8,550 | $6,343+34.8% | $5,984+42.9% | $5,287+61.7% |
| Admin fee / account holder | $12,802 | $9,817+30.4% | $8,357+53.2% | $10,132+26.4% |