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 | $157,227 | $179,726-12.5% | $156,263+0.6% | $142,382+10.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.76% | 77.86%-60.1pp | 59.47%-41.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,688 | $5,069-27.2% | $4,333-14.9% | $4,299-14.2% |
| Participant deferral / active EE | $10,712 | $6,956+54.0% | $6,158+73.9% | $6,507+64.6% |
| Admin fee / account holder | $5,849 | $17,272-66.1% | $14,255-59.0% | $12,624-53.7% |