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 | $208,415 | $153,772+35.5% | $133,980+55.6% | $273,961-23.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.83% | 36.51%-28.7pp | 29.30%-21.5pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,886 | $6,029-52.1% | $5,211-44.6% | $4,869-40.7% |
| Participant deferral / active EE | $10,337 | $6,958+48.6% | $6,282+64.6% | $5,287+95.5% |
| Admin fee / account holder | $4,795 | $11,765-59.2% | $9,324-48.6% | $10,132-52.7% |