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 | $185,536 | $167,307+10.9% | $143,757+29.1% | $134,475+38.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 8.20% | 0.46%+7.7pp | -0.04%+8.2pp | 417.96%-409.8pp |
| Employer contribution / active EE | $6,035 | $5,619+7.4% | $4,951+21.9% | $4,740+27.3% |
| Participant deferral / active EE | $8,307 | $6,446+28.9% | $5,637+47.4% | $6,400+29.8% |
| Admin fee / account holder | $37,617 | $18,088+108.0% | $14,673+156.4% | $11,426+229.2% |