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 | $162,188 | $135,952+19.3% | $123,892+30.9% | $273,961-40.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.13% | 56.63%-52.5pp | 47.52%-43.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,968 | $5,170-61.9% | $4,617-57.4% | $4,869-59.6% |
| Participant deferral / active EE | $5,742 | $6,343-9.5% | $5,984-4.1% | $5,287+8.6% |
| Admin fee / account holder | $3,792 | $9,817-61.4% | $8,357-54.6% | $10,132-62.6% |