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 7-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 | $194,870 | $181,894+7.1% | $156,549+24.5% | $273,961-28.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.05% | 30.74%-18.7pp | 32.23%-20.2pp | 41.45%-29.4pp |
| Employer contribution / active EE | $5,327 | $6,248-14.7% | $5,501-3.2% | $4,869+9.4% |
| Participant deferral / active EE | $5,593 | $5,550+0.8% | $4,871+14.8% | $5,287+5.8% |
| Admin fee / account holder | $2,547 | $15,559-83.6% | $13,027-80.5% | $10,132-74.9% |