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 | $140,775 | $153,772-8.5% | $133,980+5.1% | $273,961-48.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.60% | 36.51%-32.9pp | 29.30%-25.7pp | 41.45%-37.9pp |
| Employer contribution / active EE | $6,728 | $6,029+11.6% | $5,211+29.1% | $4,869+38.2% |
| Participant deferral / active EE | $3,429 | $6,958-50.7% | $6,282-45.4% | $5,287-35.2% |
| Admin fee / account holder | $1,570 | $11,765-86.7% | $9,324-83.2% | $10,132-84.5% |