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 | $196,827 | $181,894+8.2% | $156,549+25.7% | $273,961-28.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.95% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $6,389 | $6,248+2.3% | $5,501+16.1% | $4,869+31.2% |
| Participant deferral / active EE | $7,078 | $5,550+27.5% | $4,871+45.3% | $5,287+33.9% |
| Admin fee / account holder | $7,997 | $15,559-48.6% | $13,027-38.6% | $10,132-21.1% |