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 | $182,447 | $154,228+18.3% | $145,433+25.5% | $137,256+32.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.66% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,067 | $4,804-57.0% | $4,554-54.6% | $4,156-50.3% |
| Participant deferral / active EE | $7,263 | $8,216-11.6% | $7,897-8.0% | $6,407+13.4% |
| Admin fee / account holder | $1,377 | $14,344-90.4% | $13,129-89.5% | $12,270-88.8% |