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 | $210,466 | $181,894+15.7% | $156,549+34.4% | $273,961-23.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.85% | 30.74%-21.9pp | 32.23%-23.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,639 | $6,248-73.8% | $5,501-70.2% | $4,869-66.3% |
| Participant deferral / active EE | $4,545 | $5,550-18.1% | $4,871-6.7% | $5,287-14.0% |
| Admin fee / account holder | $3,952 | $15,559-74.6% | $13,027-69.7% | $10,132-61.0% |