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 | $142,851 | $153,772-7.1% | $133,980+6.6% | $273,961-47.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 18.23% | 36.51%-18.3pp | 29.30%-11.1pp | 41.45%-23.2pp |
| Employer contribution / active EE | $22,659 | $6,029+275.8% | $5,211+334.8% | $4,869+365.4% |
| Participant deferral / active EE | $12,568 | $6,958+80.6% | $6,282+100.1% | $5,287+137.7% |
| Admin fee / account holder | $904 | $11,765-92.3% | $9,324-90.3% | $10,132-91.1% |