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 | $225,230 | $181,894+23.8% | $156,549+43.9% | $273,961-17.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.96% | 30.74%-22.8pp | 32.23%-24.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $13,859 | $6,248+121.8% | $5,501+151.9% | $4,869+184.7% |
| Participant deferral / active EE | $9,964 | $5,550+79.5% | $4,871+104.5% | $5,287+88.5% |
| Admin fee / account holder | $130,039 | $15,559+735.8% | $13,027+898.2% | $10,132+1183.5% |