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 | $196,215 | $181,894+7.9% | $156,549+25.3% | $273,961-28.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.41% | 30.74%-26.3pp | 32.23%-27.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $5,882 | $6,248-5.9% | $5,501+6.9% | $4,869+20.8% |
| Participant deferral / active EE | $2,791 | $5,550-49.7% | $4,871-42.7% | $5,287-47.2% |
| Admin fee / account holder | $2,936 | $15,559-81.1% | $13,027-77.5% | $10,132-71.0% |