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 | $180,668 | $181,894-0.7% | $156,549+15.4% | $273,961-34.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.65% | 30.74%-24.1pp | 32.23%-25.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,756 | $6,248-55.9% | $5,501-49.9% | $4,869-43.4% |
| Participant deferral / active EE | $3,056 | $5,550-44.9% | $4,871-37.3% | $5,287-42.2% |
| Admin fee / account holder | $857 | $15,559-94.5% | $13,027-93.4% | $10,132-91.5% |