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 | $136,388 | $181,894-25.0% | $156,549-12.9% | $273,961-50.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.48% | 30.74%-25.3pp | 32.23%-26.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,831 | $6,248-70.7% | $5,501-66.7% | $4,869-62.4% |
| Participant deferral / active EE | $6,748 | $5,550+21.6% | $4,871+38.5% | $5,287+27.6% |
| Admin fee / account holder | $1,783 | $15,559-88.5% | $13,027-86.3% | $10,132-82.4% |