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 | $137,247 | $153,772-10.7% | $133,980+2.4% | $273,961-49.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.34% | 36.51%-26.2pp | 29.30%-19.0pp | 41.45%-31.1pp |
| Employer contribution / active EE | $2,647 | $6,029-56.1% | $5,211-49.2% | $4,869-45.6% |
| Participant deferral / active EE | $9,760 | $6,958+40.3% | $6,282+55.4% | $5,287+84.6% |
| Admin fee / account holder | $1,244 | $11,765-89.4% | $9,324-86.7% | $10,132-87.7% |