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 | $163,003 | $176,812-7.8% | $146,665+11.1% | $167,490-2.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.00% | 24.03%-10.0pp | 22.74%-8.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,376 | $5,160-54.0% | $4,136-42.6% | $4,837-50.9% |
| Participant deferral / active EE | $6,845 | $6,440+6.3% | $5,506+24.3% | $6,341+7.9% |
| Admin fee / account holder | $13,421 | $13,259+1.2% | $10,280+30.6% | $12,309+9.0% |