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 | $188,291 | $153,772+22.4% | $133,980+40.5% | $273,961-31.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.41% | 36.51%-25.1pp | 29.30%-17.9pp | 41.45%-30.0pp |
| Employer contribution / active EE | $3,369 | $6,029-44.1% | $5,211-35.4% | $4,869-30.8% |
| Participant deferral / active EE | $13,077 | $6,958+87.9% | $6,282+108.2% | $5,287+147.3% |
| Admin fee / account holder | $26,864 | $11,765+128.3% | $9,324+188.1% | $10,132+165.1% |