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 | $156,581 | $153,772+1.8% | $133,980+16.9% | $273,961-42.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.99% | 36.51%-30.5pp | 29.30%-23.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $3,405 | $6,029-43.5% | $5,211-34.7% | $4,869-30.1% |
| Participant deferral / active EE | $8,509 | $6,958+22.3% | $6,282+35.4% | $5,287+60.9% |
| Admin fee / account holder | $6,524 | $11,765-44.5% | $9,324-30.0% | $10,132-35.6% |