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 | $217,461 | $181,894+19.6% | $156,549+38.9% | $273,961-20.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.00% | 30.74%-24.7pp | 32.23%-26.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $28,494 | $6,248+356.1% | $5,501+418.0% | $4,869+485.3% |
| Participant deferral / active EE | $16,096 | $5,550+190.0% | $4,871+230.4% | $5,287+204.4% |
| Admin fee / account holder | $13,694 | $15,559-12.0% | $13,027+5.1% | $10,132+35.2% |