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 | $204,608 | $181,894+12.5% | $156,549+30.7% | $273,961-25.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.46% | 30.74%-25.3pp | 32.23%-26.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $11,639 | $6,248+86.3% | $5,501+111.6% | $4,869+139.0% |
| Participant deferral / active EE | $8,329 | $5,550+50.1% | $4,871+71.0% | $5,287+57.5% |
| Admin fee / account holder | $9,137 | $15,559-41.3% | $13,027-29.9% | $10,132-9.8% |