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 | $203,448 | $181,894+11.9% | $156,549+30.0% | $273,961-25.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.93% | 30.74%-19.8pp | 32.23%-21.3pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,476 | $6,248-60.4% | $5,501-55.0% | $4,869-49.1% |
| Participant deferral / active EE | $5,011 | $5,550-9.7% | $4,871+2.9% | $5,287-5.2% |
| Admin fee / account holder | $8,933 | $15,559-42.6% | $13,027-31.4% | $10,132-11.8% |