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 | $144,507 | $135,952+6.3% | $123,892+16.6% | $273,961-47.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.36% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,809 | $5,170-65.0% | $4,617-60.8% | $4,869-62.8% |
| Participant deferral / active EE | $12,237 | $6,343+92.9% | $5,984+104.5% | $5,287+131.4% |
| Admin fee / account holder | $1,651 | $9,817-83.2% | $8,357-80.2% | $10,132-83.7% |