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 | $167,627 | $215,361-22.2% | $171,082-2.0% | $273,961-38.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 17.42% | 25.14%-7.7pp | 32.56%-15.1pp | 41.45%-24.0pp |
| Employer contribution / active EE | $635 | $4,967-87.2% | $4,002-84.1% | $4,869-87.0% |
| Participant deferral / active EE | $3,333 | $5,543-39.9% | $4,797-30.5% | $5,287-37.0% |
| Admin fee / account holder | $1,319 | $10,846-87.8% | $8,520-84.5% | $10,132-87.0% |