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 | $198,551 | $135,952+46.0% | $123,892+60.3% | $273,961-27.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.58% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.9pp |
| Employer contribution / active EE | $13,960 | $5,170+170.0% | $4,617+202.4% | $4,869+186.7% |
| Participant deferral / active EE | $13,955 | $6,343+120.0% | $5,984+133.2% | $5,287+163.9% |
| Admin fee / account holder | $7,511 | $9,817-23.5% | $8,357-10.1% | $10,132-25.9% |