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 | $240,956 | $138,347+74.2% | $184,203+30.8% | $80,856+198.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.75% | 20.02%-5.3pp | 28.81%-14.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $6,521 | $4,850+34.4% | $6,427+1.5% | $2,755+136.7% |
| Participant deferral / active EE | $11,038 | $7,071+56.1% | $9,131+20.9% | $4,296+156.9% |
| Admin fee / account holder | $40,114 | $10,483+282.6% | $13,901+188.6% | $6,918+479.9% |