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 | $208,098 | $215,361-3.4% | $171,082+21.6% | $273,961-24.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 14.18% | 25.14%-11.0pp | 32.56%-18.4pp | 41.45%-27.3pp |
| Employer contribution / active EE | $2,875 | $4,967-42.1% | $4,002-28.2% | $4,869-40.9% |
| Participant deferral / active EE | $2,702 | $5,543-51.3% | $4,797-43.7% | $5,287-48.9% |
| Admin fee / account holder | $766 | $10,846-92.9% | $8,520-91.0% | $10,132-92.4% |