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 | $173,428 | $181,894-4.7% | $156,549+10.8% | $273,961-36.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.48% | 30.74%-22.3pp | 32.23%-23.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,298 | $6,248-63.2% | $5,501-58.2% | $4,869-52.8% |
| Participant deferral / active EE | $5,410 | $5,550-2.5% | $4,871+11.1% | $5,287+2.3% |
| Admin fee / account holder | $17,799 | $15,559+14.4% | $13,027+36.6% | $10,132+75.7% |