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 9-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 | $160,048 | $181,894-12.0% | $156,549+2.2% | $273,961-41.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.88% | 30.74%-22.9pp | 32.23%-24.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $6,648 | $6,248+6.4% | $5,501+20.9% | $4,869+36.6% |
| Participant deferral / active EE | $16,401 | $5,550+195.5% | $4,871+236.7% | $5,287+210.2% |
| Admin fee / account holder | $7,919 | $15,559-49.1% | $13,027-39.2% | $10,132-21.8% |