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 | $161,361 | $181,894-11.3% | $156,549+3.1% | $273,961-41.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.94% | 30.74%-21.8pp | 32.23%-23.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $13,898 | $6,248+122.4% | $5,501+152.6% | $4,869+185.4% |
| Participant deferral / active EE | $8,919 | $5,550+60.7% | $4,871+83.1% | $5,287+68.7% |
| Admin fee / account holder | $664 | $15,559-95.7% | $13,027-94.9% | $10,132-93.4% |