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 | $222,179 | $181,894+22.1% | $156,549+41.9% | $273,961-18.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.00% | 30.74%-24.7pp | 32.23%-26.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $21,402 | $6,248+242.5% | $5,501+289.0% | $4,869+339.6% |
| Participant deferral / active EE | $13,239 | $5,550+138.5% | $4,871+171.8% | $5,287+150.4% |
| Admin fee / account holder | $2,408 | $15,559-84.5% | $13,027-81.5% | $10,132-76.2% |