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 | $147,275 | $181,894-19.0% | $156,549-5.9% | $273,961-46.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.86% | 30.74%-25.9pp | 32.23%-27.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $11,923 | $6,248+90.8% | $5,501+116.7% | $4,869+144.9% |
| Participant deferral / active EE | $4,189 | $5,550-24.5% | $4,871-14.0% | $5,287-20.8% |
| Admin fee / account holder | $6,633 | $15,559-57.4% | $13,027-49.1% | $10,132-34.5% |