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 | $243,806 | $181,894+34.0% | $156,549+55.7% | $273,961-11.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.49% | 30.74%-24.3pp | 32.23%-25.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $11,391 | $6,248+82.3% | $5,501+107.1% | $4,869+134.0% |
| Participant deferral / active EE | $14,231 | $5,550+156.4% | $4,871+192.1% | $5,287+169.2% |
| Admin fee / account holder | $2,756 | $15,559-82.3% | $13,027-78.8% | $10,132-72.8% |