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 | $195,486 | $153,772+27.1% | $133,980+45.9% | $273,961-28.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.85% | 36.51%-30.7pp | 29.30%-23.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $10,279 | $6,029+70.5% | $5,211+97.2% | $4,869+111.1% |
| Participant deferral / active EE | $14,039 | $6,958+101.8% | $6,282+123.5% | $5,287+165.5% |
| Admin fee / account holder | $7,063 | $11,765-40.0% | $9,324-24.3% | $10,132-30.3% |