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 | $158,340 | $181,894-12.9% | $156,549+1.1% | $273,961-42.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 16.09% | 30.74%-14.6pp | 32.23%-16.1pp | 41.45%-25.4pp |
| Employer contribution / active EE | $4,500 | $6,248-28.0% | $5,501-18.2% | $4,869-7.6% |
| Participant deferral / active EE | $4,331 | $5,550-22.0% | $4,871-11.1% | $5,287-18.1% |
| Admin fee / account holder | $1,703 | $15,559-89.1% | $13,027-86.9% | $10,132-83.2% |