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 | $173,569 | $181,894-4.6% | $156,549+10.9% | $273,961-36.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.39% | 30.74%-27.4pp | 32.23%-28.8pp | 41.45%-38.1pp |
| Employer contribution / active EE | $5,773 | $6,248-7.6% | $5,501+4.9% | $4,869+18.6% |
| Participant deferral / active EE | $17,088 | $5,550+207.9% | $4,871+250.8% | $5,287+223.2% |
| Admin fee / account holder | $1,477 | $15,559-90.5% | $13,027-88.7% | $10,132-85.4% |