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 | $196,829 | $135,952+44.8% | $123,892+58.9% | $273,961-28.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.15% | 56.63%-51.5pp | 47.52%-42.4pp | 41.45%-36.3pp |
| Employer contribution / active EE | $3,231 | $5,170-37.5% | $4,617-30.0% | $4,869-33.6% |
| Participant deferral / active EE | $12,700 | $6,343+100.2% | $5,984+112.2% | $5,287+140.2% |
| Admin fee / account holder | $17,343 | $9,817+76.7% | $8,357+107.5% | $10,132+71.2% |