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 | $184,872 | $116,875+58.2% | $621,730-70.3% | $116,875+58.2% |
| Participation rate | 88.6% | 74.5%+14.0pp | 90.8%-2.2pp | 74.5%+14.0pp |
| Annual return | 17.08% | 16.29%+0.8pp | 10.76%+6.3pp | 16.29%+0.8pp |
| Employer contribution / active EE | $8,891 | $3,288+170.4% | $9,871-9.9% | $3,288+170.4% |
| Participant deferral / active EE | $6,605 | $3,885+70.0% | $6,979-5.4% | $3,885+70.0% |
| Admin fee / account holder | $7,771 | $12,263-36.6% | $66,065-88.2% | $12,263-36.6% |