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 | $181,995 | $215,361-15.5% | $171,082+6.4% | $273,961-33.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.59% | 25.14%-19.6pp | 32.56%-27.0pp | 41.45%-35.9pp |
| Employer contribution / active EE | $5,049 | $4,967+1.7% | $4,002+26.2% | $4,869+3.7% |
| Participant deferral / active EE | $4,212 | $5,543-24.0% | $4,797-12.2% | $5,287-20.3% |
| Admin fee / account holder | $2,753 | $10,846-74.6% | $8,520-67.7% | $10,132-72.8% |