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 | $154,710 | $181,894-14.9% | $156,549-1.2% | $273,961-43.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.48% | 30.74%-24.3pp | 32.23%-25.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,123 | $6,248-50.0% | $5,501-43.2% | $4,869-35.9% |
| Participant deferral / active EE | $8,500 | $5,550+53.2% | $4,871+74.5% | $5,287+60.8% |
| Admin fee / account holder | $50,329 | $15,559+223.5% | $13,027+286.3% | $10,132+396.7% |