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 | $162,291 | $181,894-10.8% | $156,549+3.7% | $273,961-40.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.17% | 30.74%-25.6pp | 32.23%-27.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $7,108 | $6,248+13.8% | $5,501+29.2% | $4,869+46.0% |
| Participant deferral / active EE | $3,747 | $5,550-32.5% | $4,871-23.1% | $5,287-29.1% |
| Admin fee / account holder | $86,929 | $15,559+458.7% | $13,027+567.3% | $10,132+758.0% |