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 | $198,585 | $181,894+9.2% | $156,549+26.9% | $273,961-27.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.55% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $8,206 | $6,248+31.3% | $5,501+49.2% | $4,869+68.5% |
| Participant deferral / active EE | $6,509 | $5,550+17.3% | $4,871+33.6% | $5,287+23.1% |
| Admin fee / account holder | $4,196 | $15,559-73.0% | $13,027-67.8% | $10,132-58.6% |