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 | $169,714 | $181,894-6.7% | $156,549+8.4% | $273,961-38.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.80% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $4,757 | $6,248-23.9% | $5,501-13.5% | $4,869-2.3% |
| Participant deferral / active EE | $6,078 | $5,550+9.5% | $4,871+24.8% | $5,287+15.0% |
| Admin fee / account holder | $66,839 | $15,559+329.6% | $13,027+413.1% | $10,132+559.7% |