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 | $201,929 | $181,894+11.0% | $156,549+29.0% | $273,961-26.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.47% | 30.74%-21.3pp | 32.23%-22.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,496 | $6,248-76.1% | $5,501-72.8% | $4,869-69.3% |
| Participant deferral / active EE | $4,743 | $5,550-14.5% | $4,871-2.6% | $5,287-10.3% |
| Admin fee / account holder | $2,957 | $15,559-81.0% | $13,027-77.3% | $10,132-70.8% |