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 | $140,821 | $181,894-22.6% | $156,549-10.0% | $273,961-48.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.47% | 30.74%-20.3pp | 32.23%-21.8pp | 41.45%-31.0pp |
| Employer contribution / active EE | $2,728 | $6,248-56.3% | $5,501-50.4% | $4,869-44.0% |
| Participant deferral / active EE | $7,139 | $5,550+28.6% | $4,871+46.6% | $5,287+35.0% |
| Admin fee / account holder | $2,290 | $15,559-85.3% | $13,027-82.4% | $10,132-77.4% |