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 | $166,531 | $181,894-8.4% | $156,549+6.4% | $273,961-39.2% |
| 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 | $3,117 | $6,248-50.1% | $5,501-43.3% | $4,869-36.0% |
| Participant deferral / active EE | $6,771 | $5,550+22.0% | $4,871+39.0% | $5,287+28.1% |
| Admin fee / account holder | $1,095 | $15,559-93.0% | $13,027-91.6% | $10,132-89.2% |