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 | $133,287 | $135,952-2.0% | $123,892+7.6% | $273,961-51.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.41% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $860 | $5,170-83.4% | $4,617-81.4% | $4,869-82.3% |
| Participant deferral / active EE | $8,714 | $6,343+37.4% | $5,984+45.6% | $5,287+64.8% |
| Admin fee / account holder | $760 | $9,817-92.3% | $8,357-90.9% | $10,132-92.5% |