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 | $203,531 | $181,894+11.9% | $156,549+30.0% | $273,961-25.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.88% | 30.74%-25.9pp | 32.23%-27.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $7,200 | $6,248+15.2% | $5,501+30.9% | $4,869+47.9% |
| Participant deferral / active EE | $6,380 | $5,550+14.9% | $4,871+31.0% | $5,287+20.7% |
| Admin fee / account holder | $1,801 | $15,559-88.4% | $13,027-86.2% | $10,132-82.2% |