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 | $183,156 | $135,952+34.7% | $123,892+47.8% | $273,961-33.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.80% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $7,228 | $5,170+39.8% | $4,617+56.5% | $4,869+48.5% |
| Participant deferral / active EE | $8,327 | $6,343+31.3% | $5,984+39.1% | $5,287+57.5% |
| Admin fee / account holder | $2,506 | $9,817-74.5% | $8,357-70.0% | $10,132-75.3% |