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 | $146,761 | $181,894-19.3% | $156,549-6.3% | $273,961-46.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.11% | 30.74%-19.6pp | 32.23%-21.1pp | 41.45%-30.3pp |
| Employer contribution / active EE | $6,408 | $6,248+2.6% | $5,501+16.5% | $4,869+31.6% |
| Participant deferral / active EE | $3,239 | $5,550-41.6% | $4,871-33.5% | $5,287-38.7% |
| Admin fee / account holder | $3,261 | $15,559-79.0% | $13,027-75.0% | $10,132-67.8% |