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 | $156,248 | $181,894-14.1% | $156,549-0.2% | $273,961-43.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.55% | 30.74%-21.2pp | 32.23%-22.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,735 | $6,248-72.2% | $5,501-68.5% | $4,869-64.4% |
| Participant deferral / active EE | $7,302 | $5,550+31.6% | $4,871+49.9% | $5,287+38.1% |
| Admin fee / account holder | $531 | $15,559-96.6% | $13,027-95.9% | $10,132-94.8% |