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 | $185,802 | $135,952+36.7% | $123,892+50.0% | $273,961-32.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.42% | 56.63%-42.2pp | 47.52%-33.1pp | 41.45%-27.0pp |
| Employer contribution / active EE | $2,961 | $5,170-42.7% | $4,617-35.9% | $4,869-39.2% |
| Participant deferral / active EE | $4,243 | $6,343-33.1% | $5,984-29.1% | $5,287-19.7% |
| Admin fee / account holder | $4,689 | $9,817-52.2% | $8,357-43.9% | $10,132-53.7% |