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 | $219,233 | $135,952+61.3% | $123,892+77.0% | $273,961-20.0% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,078 | $5,170-79.1% | $4,617-76.7% | $4,869-77.9% |
| Participant deferral / active EE | $4,296 | $6,343-32.3% | $5,984-28.2% | $5,287-18.8% |
| Admin fee / account holder | $716 | $9,817-92.7% | $8,357-91.4% | $10,132-92.9% |