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 | $160,043 | $181,894-12.0% | $156,549+2.2% | $273,961-41.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.32% | 30.74%-26.4pp | 32.23%-27.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $2,281 | $6,248-63.5% | $5,501-58.5% | $4,869-53.1% |
| Participant deferral / active EE | $7,229 | $5,550+30.2% | $4,871+48.4% | $5,287+36.7% |
| Admin fee / account holder | $430 | $15,559-97.2% | $13,027-96.7% | $10,132-95.8% |