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 | $131,075 | $215,361-39.1% | $171,082-23.4% | $273,961-52.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 16.97% | 25.14%-8.2pp | 32.56%-15.6pp | 41.45%-24.5pp |
| Employer contribution / active EE | $12,367 | $4,967+149.0% | $4,002+209.0% | $4,869+154.0% |
| Participant deferral / active EE | $10,127 | $5,543+82.7% | $4,797+111.1% | $5,287+91.5% |
| Admin fee / account holder | $4,179 | $10,846-61.5% | $8,520-51.0% | $10,132-58.8% |