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 | $155,444 | $135,952+14.3% | $123,892+25.5% | $273,961-43.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.95% | 56.63%-39.7pp | 47.52%-30.6pp | 41.45%-24.5pp |
| Employer contribution / active EE | $7,144 | $5,170+38.2% | $4,617+54.7% | $4,869+46.7% |
| Participant deferral / active EE | $7,434 | $6,343+17.2% | $5,984+24.2% | $5,287+40.6% |
| Admin fee / account holder | $6,314 | $9,817-35.7% | $8,357-24.4% | $10,132-37.7% |