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 | $155,364 | $153,311+1.3% | $109,313+42.1% | $273,961-43.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 9.41% | 29.86%-20.5pp | 22.07%-12.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $6,134 | $5,619+9.2% | $3,892+57.6% | $4,869+26.0% |
| Participant deferral / active EE | $6,877 | $3,932+74.9% | $3,166+117.2% | $5,287+30.1% |
| Admin fee / account holder | $26,692 | $8,076+230.5% | $5,666+371.1% | $10,132+163.4% |