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 | $171,916 | $215,361-20.2% | $171,082+0.5% | $273,961-37.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.31% | 25.14%-16.8pp | 32.56%-24.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $4,823 | $4,967-2.9% | $4,002+20.5% | $4,869-0.9% |
| Participant deferral / active EE | $9,304 | $5,543+67.8% | $4,797+93.9% | $5,287+76.0% |
| Admin fee / account holder | $20,749 | $10,846+91.3% | $8,520+143.5% | $10,132+104.8% |