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 6-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 | $155,841 | $181,894-14.3% | $156,549-0.5% | $273,961-43.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.68% | 30.74%-25.1pp | 32.23%-26.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $6,787 | $6,248+8.6% | $5,501+23.4% | $4,869+39.4% |
| Participant deferral / active EE | $10,778 | $5,550+94.2% | $4,871+121.3% | $5,287+103.9% |
| Admin fee / account holder | $4,501 | $15,559-71.1% | $13,027-65.4% | $10,132-55.6% |