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 | $226,919 | $135,952+66.9% | $123,892+83.2% | $273,961-17.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.85% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $5,828 | $5,170+12.7% | $4,617+26.2% | $4,869+19.7% |
| Participant deferral / active EE | $6,988 | $6,343+10.2% | $5,984+16.8% | $5,287+32.2% |
| Admin fee / account holder | $1,236 | $9,817-87.4% | $8,357-85.2% | $10,132-87.8% |