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 | $177,966 | $181,894-2.2% | $156,549+13.7% | $273,961-35.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.13% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,270 | $6,248-63.7% | $5,501-58.7% | $4,869-53.4% |
| Participant deferral / active EE | $8,686 | $5,550+56.5% | $4,871+78.3% | $5,287+64.3% |
| Admin fee / account holder | $1,477 | $15,559-90.5% | $13,027-88.7% | $10,132-85.4% |