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 | $191,845 | $153,772+24.8% | $133,980+43.2% | $273,961-30.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.55% | 36.51%-29.0pp | 29.30%-21.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,010 | $6,029-66.7% | $5,211-61.4% | $4,869-58.7% |
| Participant deferral / active EE | $4,149 | $6,958-40.4% | $6,282-34.0% | $5,287-21.5% |
| Admin fee / account holder | $4,284 | $11,765-63.6% | $9,324-54.1% | $10,132-57.7% |