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 | $203,854 | $181,894+12.1% | $156,549+30.2% | $273,961-25.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.76% | 30.74%-27.0pp | 32.23%-28.5pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,728 | $6,248-72.3% | $5,501-68.6% | $4,869-64.5% |
| Participant deferral / active EE | $6,432 | $5,550+15.9% | $4,871+32.0% | $5,287+21.6% |
| Admin fee / account holder | $26,012 | $15,559+67.2% | $13,027+99.7% | $10,132+156.7% |