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 | $190,084 | $181,894+4.5% | $156,549+21.4% | $273,961-30.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.71% | 30.74%-22.0pp | 32.23%-23.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $9,689 | $6,248+55.1% | $5,501+76.1% | $4,869+99.0% |
| Participant deferral / active EE | $8,148 | $5,550+46.8% | $4,871+67.3% | $5,287+54.1% |
| Admin fee / account holder | $9,352 | $15,559-39.9% | $13,027-28.2% | $10,132-7.7% |