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 | $136,517 | $153,772-11.2% | $133,980+1.9% | $273,961-50.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.09% | 36.51%-30.4pp | 29.30%-23.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $15,474 | $6,029+156.7% | $5,211+196.9% | $4,869+217.8% |
| Participant deferral / active EE | $10,246 | $6,958+47.2% | $6,282+63.1% | $5,287+93.8% |
| Admin fee / account holder | $1,893 | $11,765-83.9% | $9,324-79.7% | $10,132-81.3% |