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 | $144,769 | $181,894-20.4% | $156,549-7.5% | $273,961-47.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.70% | 30.74%-27.0pp | 32.23%-28.5pp | 41.45%-37.8pp |
| Employer contribution / active EE | $12,945 | $6,248+107.2% | $5,501+135.3% | $4,869+165.9% |
| Participant deferral / active EE | $8,217 | $5,550+48.0% | $4,871+68.7% | $5,287+55.4% |
| Admin fee / account holder | $888 | $15,559-94.3% | $13,027-93.2% | $10,132-91.2% |