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 | $192,631 | $146,267+31.7% | $197,124-2.3% | $82,448+133.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.50% | 29.61%-15.1pp | 44.34%-29.8pp | 41.64%-27.1pp |
| Employer contribution / active EE | $11,382 | $4,723+141.0% | $6,227+82.8% | $2,551+346.2% |
| Participant deferral / active EE | $16,008 | $7,035+127.6% | $9,135+75.2% | $4,139+286.7% |
| Admin fee / account holder | $11,101 | $14,422-23.0% | $16,298-31.9% | $7,234+53.4% |