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 | $180,644 | $153,772+17.5% | $133,980+34.8% | $273,961-34.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.12% | 36.51%-26.4pp | 29.30%-19.2pp | 41.45%-31.3pp |
| Employer contribution / active EE | $4,227 | $6,029-29.9% | $5,211-18.9% | $4,869-13.2% |
| Participant deferral / active EE | $8,083 | $6,958+16.2% | $6,282+28.7% | $5,287+52.9% |
| Admin fee / account holder | $10,970 | $11,765-6.8% | $9,324+17.7% | $10,132+8.3% |