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 | $224,341 | $181,894+23.3% | $156,549+43.3% | $273,961-18.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.73% | 30.74%-24.0pp | 32.23%-25.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $7,379 | $6,248+18.1% | $5,501+34.1% | $4,869+51.6% |
| Participant deferral / active EE | $7,085 | $5,550+27.7% | $4,871+45.5% | $5,287+34.0% |
| Admin fee / account holder | $2,537 | $15,559-83.7% | $13,027-80.5% | $10,132-75.0% |