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 | $208,873 | $181,894+14.8% | $156,549+33.4% | $273,961-23.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.50% | 30.74%-27.2pp | 32.23%-28.7pp | 41.45%-38.0pp |
| Employer contribution / active EE | $2,318 | $6,248-62.9% | $5,501-57.9% | $4,869-52.4% |
| Participant deferral / active EE | $4,209 | $5,550-24.2% | $4,871-13.6% | $5,287-20.4% |
| Admin fee / account holder | $712 | $15,559-95.4% | $13,027-94.5% | $10,132-93.0% |