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 | $158,346 | $179,726-11.9% | $156,263+1.3% | $142,382+11.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.06% | 77.86%-62.8pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,316 | $5,069-54.3% | $4,333-46.6% | $4,299-46.1% |
| Participant deferral / active EE | $3,654 | $6,956-47.5% | $6,158-40.7% | $6,507-43.8% |
| Admin fee / account holder | $1,206 | $17,272-93.0% | $14,255-91.5% | $12,624-90.4% |