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 | $158,545 | $181,894-12.8% | $156,549+1.3% | $273,961-42.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.16% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,175 | $6,248-65.2% | $5,501-60.5% | $4,869-55.3% |
| Participant deferral / active EE | $7,541 | $5,550+35.9% | $4,871+54.8% | $5,287+42.6% |
| Admin fee / account holder | $2,489 | $15,559-84.0% | $13,027-80.9% | $10,132-75.4% |