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 | $165,856 | $153,772+7.9% | $133,980+23.8% | $273,961-39.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.35% | 36.51%-30.2pp | 29.30%-23.0pp | 41.45%-35.1pp |
| Employer contribution / active EE | $8,330 | $6,029+38.2% | $5,211+59.8% | $4,869+71.1% |
| Participant deferral / active EE | $3,081 | $6,958-55.7% | $6,282-50.9% | $5,287-41.7% |
| Admin fee / account holder | $1,097 | $11,765-90.7% | $9,324-88.2% | $10,132-89.2% |