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 | $180,341 | $181,894-0.9% | $156,549+15.2% | $273,961-34.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.52% | 30.74%-22.2pp | 32.23%-23.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $5,860 | $6,248-6.2% | $5,501+6.5% | $4,869+20.4% |
| Participant deferral / active EE | $6,788 | $5,550+22.3% | $4,871+39.3% | $5,287+28.4% |
| Admin fee / account holder | $4,495 | $15,559-71.1% | $13,027-65.5% | $10,132-55.6% |