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 | $148,852 | $215,361-30.9% | $171,082-13.0% | $273,961-45.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.50% | 25.14%-17.6pp | 32.56%-25.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $33,549 | $4,967+575.4% | $4,002+738.3% | $4,869+589.1% |
| Participant deferral / active EE | $26,029 | $5,543+369.5% | $4,797+442.6% | $5,287+392.3% |
| Admin fee / account holder | $1,431 | $10,846-86.8% | $8,520-83.2% | $10,132-85.9% |