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 | $179,023 | $181,894-1.6% | $156,549+14.4% | $273,961-34.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.07% | 30.74%-19.7pp | 32.23%-21.2pp | 41.45%-30.4pp |
| Employer contribution / active EE | $7,023 | $6,248+12.4% | $5,501+27.7% | $4,869+44.2% |
| Participant deferral / active EE | $8,109 | $5,550+46.1% | $4,871+66.5% | $5,287+53.4% |
| Admin fee / account holder | $1,182 | $15,559-92.4% | $13,027-90.9% | $10,132-88.3% |