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 | $145,865 | $153,772-5.1% | $133,980+8.9% | $273,961-46.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.42% | 36.51%-32.1pp | 29.30%-24.9pp | 41.45%-37.0pp |
| Employer contribution / active EE | $2,300 | $6,029-61.9% | $5,211-55.9% | $4,869-52.8% |
| Participant deferral / active EE | $21,970 | $6,958+215.7% | $6,282+249.7% | $5,287+315.5% |
| Admin fee / account holder | $1,836 | $11,765-84.4% | $9,324-80.3% | $10,132-81.9% |