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 | $161,054 | $181,894-11.5% | $156,549+2.9% | $273,961-41.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.29% | 30.74%-25.5pp | 32.23%-26.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $6,595 | $6,248+5.6% | $5,501+19.9% | $4,869+35.5% |
| Participant deferral / active EE | $7,069 | $5,550+27.4% | $4,871+45.1% | $5,287+33.7% |
| Admin fee / account holder | $15,856 | $15,559+1.9% | $13,027+21.7% | $10,132+56.5% |