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 | $148,978+29.3% | $200,582-4.0% | $84,808+127.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.50% | 28.16%-13.7pp | 42.33%-27.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $11,382 | $4,815+136.4% | $6,419+77.3% | $2,631+332.6% |
| Participant deferral / active EE | $16,008 | $7,142+124.1% | $9,331+71.6% | $4,212+280.1% |
| Admin fee / account holder | $11,101 | $13,977-20.6% | $16,305-31.9% | $7,344+51.2% |