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 | $155,367 | $181,894-14.6% | $156,549-0.8% | $273,961-43.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.49% | 30.74%-21.3pp | 32.23%-22.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $8,328 | $6,248+33.3% | $5,501+51.4% | $4,869+71.0% |
| Participant deferral / active EE | $5,432 | $5,550-2.1% | $4,871+11.5% | $5,287+2.7% |
| Admin fee / account holder | $12,736 | $15,559-18.1% | $13,027-2.2% | $10,132+25.7% |