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 | $175,921 | $215,361-18.3% | $171,082+2.8% | $273,961-35.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.63% | 25.14%-19.5pp | 32.56%-26.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $11,563 | $4,967+132.8% | $4,002+188.9% | $4,869+137.5% |
| Participant deferral / active EE | $775 | $5,543-86.0% | $4,797-83.8% | $5,287-85.3% |
| Admin fee / account holder | $3,943 | $10,846-63.6% | $8,520-53.7% | $10,132-61.1% |