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 | $122,918 | $181,894-32.4% | $156,549-21.5% | $273,961-55.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.28% | 30.74%-24.5pp | 32.23%-25.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $5,733 | $6,248-8.2% | $5,501+4.2% | $4,869+17.8% |
| Participant deferral / active EE | $6,008 | $5,550+8.3% | $4,871+23.3% | $5,287+13.6% |
| Admin fee / account holder | $825 | $15,559-94.7% | $13,027-93.7% | $10,132-91.9% |