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 | $160,439 | $181,894-11.8% | $156,549+2.5% | $273,961-41.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.84% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $5,666 | $6,248-9.3% | $5,501+3.0% | $4,869+16.4% |
| Participant deferral / active EE | $4,663 | $5,550-16.0% | $4,871-4.3% | $5,287-11.8% |
| Admin fee / account holder | $583 | $15,559-96.3% | $13,027-95.5% | $10,132-94.2% |