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 | $199,594 | $181,894+9.7% | $156,549+27.5% | $273,961-27.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.51% | 30.74%-22.2pp | 32.23%-23.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $4,548 | $6,248-27.2% | $5,501-17.3% | $4,869-6.6% |
| Participant deferral / active EE | $6,687 | $5,550+20.5% | $4,871+37.3% | $5,287+26.5% |
| Admin fee / account holder | $2,247 | $15,559-85.6% | $13,027-82.8% | $10,132-77.8% |