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 | $208,065 | $135,952+53.0% | $123,892+67.9% | $273,961-24.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.56% | 56.63%-49.1pp | 47.52%-40.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $5,529 | $5,170+6.9% | $4,617+19.8% | $4,869+13.6% |
| Participant deferral / active EE | $13,157 | $6,343+107.4% | $5,984+119.9% | $5,287+148.9% |
| Admin fee / account holder | $6,128 | $9,817-37.6% | $8,357-26.7% | $10,132-39.5% |