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 | $121,766 | $132,239-7.9% | $105,722+15.2% | $273,961-55.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.68% | 10.07%-4.4pp | 12.25%-6.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $6,090 | $4,867+25.1% | $4,079+49.3% | $4,869+25.1% |
| Participant deferral / active EE | $15,677 | $6,233+151.5% | $5,326+194.4% | $5,287+196.5% |
| Admin fee / account holder | $1,373 | $12,032-88.6% | $8,308-83.5% | $10,132-86.4% |