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 | $200,604 | $181,894+10.3% | $156,549+28.1% | $273,961-26.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.81% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $11,477 | $6,248+83.7% | $5,501+108.6% | $4,869+135.7% |
| Participant deferral / active EE | $7,837 | $5,550+41.2% | $4,871+60.9% | $5,287+48.2% |
| Admin fee / account holder | $2,442 | $15,559-84.3% | $13,027-81.3% | $10,132-75.9% |