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 | $151,620 | $153,311-1.1% | $109,313+38.7% | $273,961-44.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 4.47% | 29.86%-25.4pp | 22.07%-17.6pp | 41.45%-37.0pp |
| Employer contribution / active EE | $6,007 | $5,619+6.9% | $3,892+54.3% | $4,869+23.4% |
| Participant deferral / active EE | $12,338 | $3,932+213.8% | $3,166+289.6% | $5,287+133.4% |
| Admin fee / account holder | $1,346 | $8,076-83.3% | $5,666-76.2% | $10,132-86.7% |