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 | $156,874 | $135,952+15.4% | $123,892+26.6% | $273,961-42.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.46% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $8,908 | $5,170+72.3% | $4,617+92.9% | $4,869+83.0% |
| Participant deferral / active EE | $4,254 | $6,343-32.9% | $5,984-28.9% | $5,287-19.5% |
| Admin fee / account holder | $2,837 | $9,817-71.1% | $8,357-66.1% | $10,132-72.0% |