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 | $184,454 | $132,239+39.5% | $105,722+74.5% | $273,961-32.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 10.95% | 10.07%+0.9pp | 12.25%-1.3pp | 41.45%-30.5pp |
| Employer contribution / active EE | $1,421 | $4,867-70.8% | $4,079-65.2% | $4,869-70.8% |
| Participant deferral / active EE | $7,978 | $6,233+28.0% | $5,326+49.8% | $5,287+50.9% |
| Admin fee / account holder | $4,092 | $12,032-66.0% | $8,308-50.7% | $10,132-59.6% |