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 | $193,231 | $153,772+25.7% | $133,980+44.2% | $273,961-29.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.55% | 36.51%-27.0pp | 29.30%-19.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $8,640 | $6,029+43.3% | $5,211+65.8% | $4,869+77.5% |
| Participant deferral / active EE | $19,284 | $6,958+177.1% | $6,282+207.0% | $5,287+264.7% |
| Admin fee / account holder | $1,422 | $11,765-87.9% | $9,324-84.7% | $10,132-86.0% |