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 | $154,455 | $181,894-15.1% | $156,549-1.3% | $273,961-43.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.24% | 30.74%-22.5pp | 32.23%-24.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $3,713 | $6,248-40.6% | $5,501-32.5% | $4,869-23.7% |
| Participant deferral / active EE | $7,531 | $5,550+35.7% | $4,871+54.6% | $5,287+42.4% |
| Admin fee / account holder | $683 | $15,559-95.6% | $13,027-94.8% | $10,132-93.3% |