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 | $176,778 | $153,772+15.0% | $133,980+31.9% | $273,961-35.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.64% | 36.51%-27.9pp | 29.30%-20.7pp | 41.45%-32.8pp |
| Employer contribution / active EE | $3,155 | $6,029-47.7% | $5,211-39.5% | $4,869-35.2% |
| Participant deferral / active EE | $7,522 | $6,958+8.1% | $6,282+19.7% | $5,287+42.3% |
| Admin fee / account holder | $1,737 | $11,765-85.2% | $9,324-81.4% | $10,132-82.9% |