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 | $159,517 | $135,952+17.3% | $123,892+28.8% | $273,961-41.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.12% | 56.63%-49.5pp | 47.52%-40.4pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,778 | $5,170-46.3% | $4,617-39.8% | $4,869-42.9% |
| Participant deferral / active EE | $13,215 | $6,343+108.3% | $5,984+120.8% | $5,287+149.9% |
| Admin fee / account holder | $31,839 | $9,817+224.3% | $8,357+281.0% | $10,132+214.2% |