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 | $190,005 | $153,772+23.6% | $133,980+41.8% | $273,961-30.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.80% | 36.51%-27.7pp | 29.30%-20.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $13,823 | $6,029+129.3% | $5,211+165.2% | $4,869+183.9% |
| Participant deferral / active EE | $12,359 | $6,958+77.6% | $6,282+96.7% | $5,287+133.8% |
| Admin fee / account holder | $1,212 | $11,765-89.7% | $9,324-87.0% | $10,132-88.0% |