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 | $217,021 | $181,894+19.3% | $156,549+38.6% | $273,961-20.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.80% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $4,999 | $6,248-20.0% | $5,501-9.1% | $4,869+2.7% |
| Participant deferral / active EE | $6,258 | $5,550+12.8% | $4,871+28.5% | $5,287+18.4% |
| Admin fee / account holder | $4,096 | $15,559-73.7% | $13,027-68.6% | $10,132-59.6% |