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 | $182,910 | $153,772+18.9% | $133,980+36.5% | $273,961-33.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.78% | 36.51%-28.7pp | 29.30%-21.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $6,188 | $6,029+2.6% | $5,211+18.7% | $4,869+27.1% |
| Participant deferral / active EE | $16,050 | $6,958+130.7% | $6,282+155.5% | $5,287+203.6% |
| Admin fee / account holder | $8,383 | $11,765-28.7% | $9,324-10.1% | $10,132-17.3% |