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 | $187,159 | $181,894+2.9% | $156,549+19.6% | $273,961-31.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.96% | 30.74%-27.8pp | 32.23%-29.3pp | 41.45%-38.5pp |
| Employer contribution / active EE | $10,281 | $6,248+64.6% | $5,501+86.9% | $4,869+111.2% |
| Participant deferral / active EE | $5,976 | $5,550+7.7% | $4,871+22.7% | $5,287+13.0% |
| Admin fee / account holder | $1,689 | $15,559-89.1% | $13,027-87.0% | $10,132-83.3% |