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 | $217,966 | $135,952+60.3% | $123,892+75.9% | $273,961-20.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.45% | 56.63%-49.2pp | 47.52%-40.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $6,822 | $5,170+32.0% | $4,617+47.8% | $4,869+40.1% |
| Participant deferral / active EE | $13,273 | $6,343+109.3% | $5,984+121.8% | $5,287+151.0% |
| Admin fee / account holder | $9,948 | $9,817+1.3% | $8,357+19.0% | $10,132-1.8% |