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 | $157,717 | $181,894-13.3% | $156,549+0.7% | $273,961-42.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.05% | 30.74%-24.7pp | 32.23%-26.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $8,406 | $6,248+34.5% | $5,501+52.8% | $4,869+72.6% |
| Participant deferral / active EE | $8,400 | $5,550+51.4% | $4,871+72.4% | $5,287+58.9% |
| Admin fee / account holder | $3,324 | $15,559-78.6% | $13,027-74.5% | $10,132-67.2% |