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 | $208,587 | $153,772+35.6% | $133,980+55.7% | $273,961-23.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.20% | 36.51%-31.3pp | 29.30%-24.1pp | 41.45%-36.2pp |
| Employer contribution / active EE | $21,000 | $6,029+248.3% | $5,211+303.0% | $4,869+331.3% |
| Participant deferral / active EE | $6,356 | $6,958-8.7% | $6,282+1.2% | $5,287+20.2% |
| Admin fee / account holder | $191,527 | $11,765+1528.0% | $9,324+1954.1% | $10,132+1790.3% |