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 | $143,510 | $181,894-21.1% | $156,549-8.3% | $273,961-47.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.08% | 30.74%-26.7pp | 32.23%-28.1pp | 41.45%-37.4pp |
| Employer contribution / active EE | $7,309 | $6,248+17.0% | $5,501+32.9% | $4,869+50.1% |
| Participant deferral / active EE | $7,014 | $5,550+26.4% | $4,871+44.0% | $5,287+32.7% |
| Admin fee / account holder | $1,313 | $15,559-91.6% | $13,027-89.9% | $10,132-87.0% |