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 | $236,969 | $181,894+30.3% | $156,549+51.4% | $273,961-13.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.70% | 30.74%-26.0pp | 32.23%-27.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $2,936 | $6,248-53.0% | $5,501-46.6% | $4,869-39.7% |
| Participant deferral / active EE | $6,038 | $5,550+8.8% | $4,871+24.0% | $5,287+14.2% |
| Admin fee / account holder | $3,886 | $15,559-75.0% | $13,027-70.2% | $10,132-61.6% |