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 | $129,610 | $181,894-28.7% | $156,549-17.2% | $273,961-52.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.25% | 30.74%-22.5pp | 32.23%-24.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $10,372 | $6,248+66.0% | $5,501+88.5% | $4,869+113.0% |
| Participant deferral / active EE | $8,670 | $5,550+56.2% | $4,871+78.0% | $5,287+64.0% |
| Admin fee / account holder | $3,372 | $15,559-78.3% | $13,027-74.1% | $10,132-66.7% |