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 | $132,561 | $135,952-2.5% | $123,892+7.0% | $273,961-51.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.07% | 56.63%-49.6pp | 47.52%-40.4pp | 41.45%-34.4pp |
| Employer contribution / active EE | $7,902 | $5,170+52.9% | $4,617+71.2% | $4,869+62.3% |
| Participant deferral / active EE | $3,267 | $6,343-48.5% | $5,984-45.4% | $5,287-38.2% |
| Admin fee / account holder | $654 | $9,817-93.3% | $8,357-92.2% | $10,132-93.5% |