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 | $224,896 | $181,894+23.6% | $156,549+43.7% | $273,961-17.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.77% | 30.74%-24.0pp | 32.23%-25.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $8,469 | $6,248+35.5% | $5,501+53.9% | $4,869+73.9% |
| Participant deferral / active EE | $7,266 | $5,550+30.9% | $4,871+49.2% | $5,287+37.4% |
| Admin fee / account holder | $1,687 | $15,559-89.2% | $13,027-87.0% | $10,132-83.3% |