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 | $190,828 | $153,772+24.1% | $133,980+42.4% | $273,961-30.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.27% | 36.51%-28.2pp | 29.30%-21.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,080 | $6,029-65.5% | $5,211-60.1% | $4,869-57.3% |
| Participant deferral / active EE | $5,260 | $6,958-24.4% | $6,282-16.3% | $5,287-0.5% |
| Admin fee / account holder | $2,350 | $11,765-80.0% | $9,324-74.8% | $10,132-76.8% |