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 | $207,153 | $181,894+13.9% | $156,549+32.3% | $273,961-24.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.56% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $6,556 | $6,248+4.9% | $5,501+19.2% | $4,869+34.7% |
| Participant deferral / active EE | $6,334 | $5,550+14.1% | $4,871+30.0% | $5,287+19.8% |
| Admin fee / account holder | $1,662 | $15,559-89.3% | $13,027-87.2% | $10,132-83.6% |