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 | $140,078 | $135,952+3.0% | $123,892+13.1% | $273,961-48.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.95% | 56.63%-51.7pp | 47.52%-42.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $8,693 | $5,170+68.1% | $4,617+88.3% | $4,869+78.5% |
| Participant deferral / active EE | $5,781 | $6,343-8.9% | $5,984-3.4% | $5,287+9.3% |
| Admin fee / account holder | $49,800 | $9,817+407.3% | $8,357+495.9% | $10,132+391.5% |