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 | $225,240 | $181,894+23.8% | $156,549+43.9% | $273,961-17.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 39.56% | 30.74%+8.8pp | 32.23%+7.3pp | 41.45%-1.9pp |
| Employer contribution / active EE | $6,129 | $6,248-1.9% | $5,501+11.4% | $4,869+25.9% |
| Participant deferral / active EE | $7,080 | $5,550+27.6% | $4,871+45.3% | $5,287+33.9% |
| Admin fee / account holder | $2,563 | $15,559-83.5% | $13,027-80.3% | $10,132-74.7% |