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 | $131,018 | $135,952-3.6% | $123,892+5.8% | $273,961-52.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.20% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $12,450 | $5,170+140.8% | $4,617+169.7% | $4,869+155.7% |
| Participant deferral / active EE | $9,657 | $6,343+52.2% | $5,984+61.4% | $5,287+82.6% |
| Admin fee / account holder | $1,690 | $9,817-82.8% | $8,357-79.8% | $10,132-83.3% |