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 | $193,407 | $181,894+6.3% | $156,549+23.5% | $273,961-29.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.61% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $18,482 | $6,248+195.8% | $5,501+236.0% | $4,869+279.6% |
| Participant deferral / active EE | $9,528 | $5,550+71.7% | $4,871+95.6% | $5,287+80.2% |
| Admin fee / account holder | $1,704 | $15,559-89.1% | $13,027-86.9% | $10,132-83.2% |