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 | $246,064 | $181,894+35.3% | $156,549+57.2% | $273,961-10.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 35.35% | 30.74%+4.6pp | 32.23%+3.1pp | 41.45%-6.1pp |
| Employer contribution / active EE | $19,389 | $6,248+210.3% | $5,501+252.5% | $4,869+298.2% |
| Participant deferral / active EE | $14,085 | $5,550+153.8% | $4,871+189.2% | $5,287+166.4% |
| Admin fee / account holder | $20,098 | $15,559+29.2% | $13,027+54.3% | $10,132+98.4% |