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 | $141,230 | $153,772-8.2% | $133,980+5.4% | $273,961-48.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.56% | 36.51%-28.0pp | 29.30%-20.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $4,512 | $6,029-25.2% | $5,211-13.4% | $4,869-7.3% |
| Participant deferral / active EE | $6,457 | $6,958-7.2% | $6,282+2.8% | $5,287+22.1% |
| Admin fee / account holder | $2,480 | $11,765-78.9% | $9,324-73.4% | $10,132-75.5% |