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 | $200,218 | $215,361-7.0% | $171,082+17.0% | $273,961-26.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.72% | 25.14%-15.4pp | 32.56%-22.8pp | 41.45%-31.7pp |
| Employer contribution / active EE | $5,726 | $4,967+15.3% | $4,002+43.1% | $4,869+17.6% |
| Participant deferral / active EE | $5,567 | $5,543+0.4% | $4,797+16.0% | $5,287+5.3% |
| Admin fee / account holder | $7,056 | $10,846-34.9% | $8,520-17.2% | $10,132-30.4% |