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 | $227,724 | $215,361+5.7% | $171,082+33.1% | $273,961-16.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.69% | 25.14%-21.4pp | 32.56%-28.9pp | 41.45%-37.8pp |
| Employer contribution / active EE | $4,882 | $4,967-1.7% | $4,002+22.0% | $4,869+0.3% |
| Participant deferral / active EE | $5,256 | $5,543-5.2% | $4,797+9.6% | $5,287-0.6% |
| Admin fee / account holder | $228,729 | $10,846+2008.8% | $8,520+2584.7% | $10,132+2157.5% |