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 | $212,283 | $181,894+16.7% | $156,549+35.6% | $273,961-22.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.61% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $5,573 | $6,248-10.8% | $5,501+1.3% | $4,869+14.5% |
| Participant deferral / active EE | $5,520 | $5,550-0.5% | $4,871+13.3% | $5,287+4.4% |
| Admin fee / account holder | $1,482 | $15,559-90.5% | $13,027-88.6% | $10,132-85.4% |