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 | $154,778 | $153,772+0.7% | $133,980+15.5% | $273,961-43.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.35% | 36.51%-31.2pp | 29.30%-23.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $3,398 | $6,029-43.6% | $5,211-34.8% | $4,869-30.2% |
| Participant deferral / active EE | $10,794 | $6,958+55.1% | $6,282+71.8% | $5,287+104.2% |
| Admin fee / account holder | $12,923 | $11,765+9.8% | $9,324+38.6% | $10,132+27.5% |