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 | $146,548 | $181,894-19.4% | $156,549-6.4% | $273,961-46.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.05% | 30.74%-21.7pp | 32.23%-23.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $7,127 | $6,248+14.1% | $5,501+29.6% | $4,869+46.4% |
| Participant deferral / active EE | $5,241 | $5,550-5.6% | $4,871+7.6% | $5,287-0.9% |
| Admin fee / account holder | $303 | $15,559-98.0% | $13,027-97.7% | $10,132-97.0% |