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 | $122,666 | $181,894-32.6% | $156,549-21.6% | $273,961-55.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.06% | 30.74%-20.7pp | 32.23%-22.2pp | 41.45%-31.4pp |
| Employer contribution / active EE | $5,830 | $6,248-6.7% | $5,501+6.0% | $4,869+19.8% |
| Participant deferral / active EE | $5,935 | $5,550+6.9% | $4,871+21.9% | $5,287+12.3% |
| Admin fee / account holder | $1,885 | $15,559-87.9% | $13,027-85.5% | $10,132-81.4% |