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 | $131,251 | $153,772-14.6% | $133,980-2.0% | $273,961-52.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.47% | 36.51%-26.0pp | 29.30%-18.8pp | 41.45%-31.0pp |
| Employer contribution / active EE | $3,378 | $6,029-44.0% | $5,211-35.2% | $4,869-30.6% |
| Participant deferral / active EE | $8,999 | $6,958+29.3% | $6,282+43.3% | $5,287+70.2% |
| Admin fee / account holder | $20,819 | $11,765+77.0% | $9,324+123.3% | $10,132+105.5% |