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 | $183,552 | $153,772+19.4% | $133,980+37.0% | $273,961-33.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.03% | 36.51%-30.5pp | 29.30%-23.3pp | 41.45%-35.4pp |
| Employer contribution / active EE | $5,604 | $6,029-7.1% | $5,211+7.5% | $4,869+15.1% |
| Participant deferral / active EE | $11,913 | $6,958+71.2% | $6,282+89.6% | $5,287+125.3% |
| Admin fee / account holder | $7,228 | $11,765-38.6% | $9,324-22.5% | $10,132-28.7% |