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 | $226,987 | $215,361+5.4% | $171,082+32.7% | $273,961-17.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.41% | 25.14%-21.7pp | 32.56%-29.1pp | 41.45%-38.0pp |
| Employer contribution / active EE | $5,842 | $4,967+17.6% | $4,002+46.0% | $4,869+20.0% |
| Participant deferral / active EE | $7,684 | $5,543+38.6% | $4,797+60.2% | $5,287+45.3% |
| Admin fee / account holder | $2,036 | $10,846-81.2% | $8,520-76.1% | $10,132-79.9% |