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 | $170,250 | $201,272-15.4% | $184,203-7.6% | $145,922+16.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 34.27% | 29.00%+5.3pp | 28.81%+5.5pp | 561.29%-527.0pp |
| Employer contribution / active EE | $15,617 | $7,022+122.4% | $6,427+143.0% | $4,660+235.2% |
| Participant deferral / active EE | $11,836 | $9,806+20.7% | $9,131+29.6% | $6,688+77.0% |
| Admin fee / account holder | $232,512 | $16,364+1320.9% | $13,901+1572.6% | $13,397+1635.6% |