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 | $241,624 | $95,803+152.2% | $113,168+113.5% | $84,808+184.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.88% | 25.00%-9.1pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,877 | $2,360-20.5% | $2,975-36.9% | $2,631-28.7% |
| Participant deferral / active EE | $11,296 | $4,242+166.3% | $5,107+121.2% | $4,212+168.2% |
| Admin fee / account holder | $8,718 | $8,989-3.0% | $12,068-27.8% | $7,344+18.7% |