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 | $173,160 | $163,101+6.2% | $136,749+26.6% | $142,382+21.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.40% | 27.54%-17.1pp | 24.33%-13.9pp | 217.08%-206.7pp |
| Employer contribution / active EE | $3,106 | $4,117-24.6% | $3,400-8.6% | $4,299-27.8% |
| Participant deferral / active EE | $8,024 | $5,585+43.7% | $4,692+71.0% | $6,507+23.3% |
| Admin fee / account holder | $30,440 | $14,318+112.6% | $11,386+167.3% | $12,624+141.1% |