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 | $158,848 | $153,772+3.3% | $133,980+18.6% | $273,961-42.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.76% | 36.51%-27.7pp | 29.30%-20.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $3,348 | $6,029-44.5% | $5,211-35.8% | $4,869-31.2% |
| Participant deferral / active EE | $8,061 | $6,958+15.8% | $6,282+28.3% | $5,287+52.5% |
| Admin fee / account holder | $2,533 | $11,765-78.5% | $9,324-72.8% | $10,132-75.0% |