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 | $195,027 | $163,687+19.1% | $108,745+79.3% | $273,961-28.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 8.67% | 31.16%-22.5pp | 46.22%-37.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $6,606 | $4,711+40.2% | $3,323+98.8% | $4,869+35.7% |
| Participant deferral / active EE | $8,652 | $7,155+20.9% | $5,121+68.9% | $5,287+63.6% |
| Admin fee / account holder | $83,946 | $12,890+551.2% | $6,144+1266.4% | $10,132+728.5% |