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 | $195,452 | $181,894+7.5% | $156,549+24.9% | $273,961-28.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.75% | 30.74%-22.0pp | 32.23%-23.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $5,717 | $6,248-8.5% | $5,501+3.9% | $4,869+17.4% |
| Participant deferral / active EE | $7,355 | $5,550+32.5% | $4,871+51.0% | $5,287+39.1% |
| Admin fee / account holder | $2,469 | $15,559-84.1% | $13,027-81.1% | $10,132-75.6% |