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 | $194,836 | $181,894+7.1% | $156,549+24.5% | $273,961-28.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.95% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,823 | $6,248-54.8% | $5,501-48.7% | $4,869-42.0% |
| Participant deferral / active EE | $8,278 | $5,550+49.1% | $4,871+69.9% | $5,287+56.6% |
| Admin fee / account holder | $39,020 | $15,559+150.8% | $13,027+199.5% | $10,132+285.1% |