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 | $215,774 | $181,894+18.6% | $156,549+37.8% | $273,961-21.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.97% | 30.74%-27.8pp | 32.23%-29.3pp | 41.45%-38.5pp |
| Employer contribution / active EE | $5,000 | $6,248-20.0% | $5,501-9.1% | $4,869+2.7% |
| Participant deferral / active EE | $9,093 | $5,550+63.8% | $4,871+86.7% | $5,287+72.0% |
| Admin fee / account holder | $14,506 | $15,559-6.8% | $13,027+11.3% | $10,132+43.2% |