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 | $183,462 | $181,894+0.9% | $156,549+17.2% | $273,961-33.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.03% | 30.74%-22.7pp | 32.23%-24.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $9,133 | $6,248+46.2% | $5,501+66.0% | $4,869+87.6% |
| Participant deferral / active EE | $5,314 | $5,550-4.2% | $4,871+9.1% | $5,287+0.5% |
| Admin fee / account holder | $4,265 | $15,559-72.6% | $13,027-67.3% | $10,132-57.9% |