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 | $220,912 | $215,361+2.6% | $171,082+29.1% | $273,961-19.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 11.18% | 25.14%-14.0pp | 32.56%-21.4pp | 41.45%-30.3pp |
| Employer contribution / active EE | $10,023 | $4,967+101.8% | $4,002+150.4% | $4,869+105.9% |
| Participant deferral / active EE | $14,942 | $5,543+169.5% | $4,797+211.5% | $5,287+182.6% |
| Admin fee / account holder | $1,387 | $10,846-87.2% | $8,520-83.7% | $10,132-86.3% |