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 | $123,135 | $135,952-9.4% | $123,892-0.6% | $273,961-55.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.28% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,678 | $5,170-28.8% | $4,617-20.3% | $4,869-24.4% |
| Participant deferral / active EE | $5,961 | $6,343-6.0% | $5,984-0.4% | $5,287+12.8% |
| Admin fee / account holder | $160,771 | $9,817+1537.7% | $8,357+1823.8% | $10,132+1486.8% |