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 | $248,461 | $181,894+36.6% | $156,549+58.7% | $273,961-9.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.07% | 30.74%-25.7pp | 32.23%-27.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $4,890 | $6,248-21.7% | $5,501-11.1% | $4,869+0.4% |
| Participant deferral / active EE | $8,240 | $5,550+48.5% | $4,871+69.2% | $5,287+55.9% |
| Admin fee / account holder | $37,676 | $15,559+142.1% | $13,027+189.2% | $10,132+271.9% |