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 | $182,710 | $153,772+18.8% | $133,980+36.4% | $273,961-33.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.08% | 36.51%-31.4pp | 29.30%-24.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $12,898 | $6,029+113.9% | $5,211+147.5% | $4,869+164.9% |
| Participant deferral / active EE | $13,381 | $6,958+92.3% | $6,282+113.0% | $5,287+153.1% |
| Admin fee / account holder | $25,411 | $11,765+116.0% | $9,324+172.5% | $10,132+150.8% |