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 | $128,311 | $181,894-29.5% | $156,549-18.0% | $273,961-53.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.41% | 30.74%-27.3pp | 32.23%-28.8pp | 41.45%-38.0pp |
| Employer contribution / active EE | $5,653 | $6,248-9.5% | $5,501+2.8% | $4,869+16.1% |
| Participant deferral / active EE | $4,320 | $5,550-22.2% | $4,871-11.3% | $5,287-18.3% |
| Admin fee / account holder | $1,969 | $15,559-87.3% | $13,027-84.9% | $10,132-80.6% |