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 | $213,769 | $181,894+17.5% | $156,549+36.6% | $273,961-22.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.01% | 30.74%-22.7pp | 32.23%-24.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $5,523 | $6,248-11.6% | $5,501+0.4% | $4,869+13.4% |
| Participant deferral / active EE | $5,011 | $5,550-9.7% | $4,871+2.9% | $5,287-5.2% |
| Admin fee / account holder | $6,721 | $15,559-56.8% | $13,027-48.4% | $10,132-33.7% |