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 | $218,817 | $181,894+20.3% | $156,549+39.8% | $273,961-20.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.00% | 30.74%-22.7pp | 32.23%-24.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,282 | $6,248-63.5% | $5,501-58.5% | $4,869-53.1% |
| Participant deferral / active EE | $4,604 | $5,550-17.0% | $4,871-5.5% | $5,287-12.9% |
| Admin fee / account holder | $17,092 | $15,559+9.9% | $13,027+31.2% | $10,132+68.7% |