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 | $139,887 | $153,772-9.0% | $133,980+4.4% | $273,961-48.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.04% | 36.51%-27.5pp | 29.30%-20.3pp | 41.45%-32.4pp |
| Employer contribution / active EE | $8,849 | $6,029+46.8% | $5,211+69.8% | $4,869+81.8% |
| Participant deferral / active EE | $4,643 | $6,958-33.3% | $6,282-26.1% | $5,287-12.2% |
| Admin fee / account holder | $6,616 | $11,765-43.8% | $9,324-29.0% | $10,132-34.7% |