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 | $199,077 | $181,894+9.4% | $156,549+27.2% | $273,961-27.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.88% | 30.74%-22.9pp | 32.23%-24.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $13,110 | $6,248+109.8% | $5,501+138.3% | $4,869+169.3% |
| Participant deferral / active EE | $9,550 | $5,550+72.1% | $4,871+96.1% | $5,287+80.6% |
| Admin fee / account holder | $1,613 | $15,559-89.6% | $13,027-87.6% | $10,132-84.1% |