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 | $136,179 | $153,772-11.4% | $133,980+1.6% | $273,961-50.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.11% | 36.51%-30.4pp | 29.30%-23.2pp | 41.45%-35.3pp |
| Employer contribution / active EE | $5,745 | $6,029-4.7% | $5,211+10.2% | $4,869+18.0% |
| Participant deferral / active EE | $4,469 | $6,958-35.8% | $6,282-28.9% | $5,287-15.5% |
| Admin fee / account holder | $8,574 | $11,765-27.1% | $9,324-8.0% | $10,132-15.4% |