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 | $129,252 | $135,952-4.9% | $123,892+4.3% | $273,961-52.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.05% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $9,180 | $5,170+77.6% | $4,617+98.8% | $4,869+88.5% |
| Participant deferral / active EE | $7,361 | $6,343+16.1% | $5,984+23.0% | $5,287+39.2% |
| Admin fee / account holder | $3,457 | $9,817-64.8% | $8,357-58.6% | $10,132-65.9% |