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 | $160,089 | $215,361-25.7% | $171,082-6.4% | $273,961-41.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.36% | 25.14%-17.8pp | 32.56%-25.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $12,500 | $4,967+151.7% | $4,002+212.4% | $4,869+156.7% |
| Participant deferral / active EE | $18,000 | $5,543+224.7% | $4,797+275.2% | $5,287+240.5% |
| Admin fee / account holder | $1,744 | $10,846-83.9% | $8,520-79.5% | $10,132-82.8% |