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 | $170,134 | $181,894-6.5% | $156,549+8.7% | $273,961-37.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 23.31% | 30.74%-7.4pp | 32.23%-8.9pp | 41.45%-18.1pp |
| Employer contribution / active EE | $4,804 | $6,248-23.1% | $5,501-12.7% | $4,869-1.3% |
| Participant deferral / active EE | $12,375 | $5,550+123.0% | $4,871+154.0% | $5,287+134.1% |
| Admin fee / account holder | $3,442 | $15,559-77.9% | $13,027-73.6% | $10,132-66.0% |