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 | $185,644 | $181,894+2.1% | $156,549+18.6% | $273,961-32.2% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 32.62% | 30.74%+1.9pp | 32.23%+0.4pp | 41.45%-8.8pp |
| Employer contribution / active EE | $7,143 | $6,248+14.3% | $5,501+29.8% | $4,869+46.7% |
| Participant deferral / active EE | $6,310 | $5,550+13.7% | $4,871+29.5% | $5,287+19.3% |
| Admin fee / account holder | $2,137 | $15,559-86.3% | $13,027-83.6% | $10,132-78.9% |