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 | $186,953 | $181,894+2.8% | $156,549+19.4% | $273,961-31.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.94% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $6,448 | $6,248+3.2% | $5,501+17.2% | $4,869+32.4% |
| Participant deferral / active EE | $5,965 | $5,550+7.5% | $4,871+22.5% | $5,287+12.8% |
| Admin fee / account holder | $2,652 | $15,559-83.0% | $13,027-79.6% | $10,132-73.8% |