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 | $173,822 | $209,336-17.0% | $197,124-11.8% | $137,256+26.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.91% | 48.09%-29.2pp | 44.34%-25.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $14,150 | $6,591+114.7% | $6,227+127.2% | $4,156+240.5% |
| Participant deferral / active EE | $19,352 | $9,614+101.3% | $9,135+111.9% | $6,407+202.1% |
| Admin fee / account holder | $26,939 | $17,308+55.6% | $16,298+65.3% | $12,270+119.5% |