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 | $200,578 | $153,772+30.4% | $133,980+49.7% | $273,961-26.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.91% | 36.51%-31.6pp | 29.30%-24.4pp | 41.45%-36.5pp |
| Employer contribution / active EE | $13,192 | $6,029+118.8% | $5,211+153.1% | $4,869+171.0% |
| Participant deferral / active EE | $15,690 | $6,958+125.5% | $6,282+149.8% | $5,287+196.8% |
| Admin fee / account holder | $6,242 | $11,765-46.9% | $9,324-33.1% | $10,132-38.4% |