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 | $136,750 | $181,894-24.8% | $156,549-12.6% | $273,961-50.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.12% | 30.74%-21.6pp | 32.23%-23.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $6,775 | $6,248+8.4% | $5,501+23.2% | $4,869+39.1% |
| Participant deferral / active EE | $5,307 | $5,550-4.4% | $4,871+8.9% | $5,287+0.4% |
| Admin fee / account holder | $2,269 | $15,559-85.4% | $13,027-82.6% | $10,132-77.6% |