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 | $143,956 | $153,772-6.4% | $133,980+7.4% | $273,961-47.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.09% | 36.51%-31.4pp | 29.30%-24.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $4,412 | $6,029-26.8% | $5,211-15.3% | $4,869-9.4% |
| Participant deferral / active EE | $7,931 | $6,958+14.0% | $6,282+26.3% | $5,287+50.0% |
| Admin fee / account holder | $7,338 | $11,765-37.6% | $9,324-21.3% | $10,132-27.6% |