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 | $204,853 | $99,341+106.2% | $84,750+141.7% | $273,961-25.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.38% | 22.93%-12.5pp | 22.78%-12.4pp | 41.45%-31.1pp |
| Employer contribution / active EE | $12,193 | $4,214+189.4% | $3,574+241.1% | $4,869+150.4% |
| Participant deferral / active EE | $7,794 | $4,269+82.5% | $3,712+110.0% | $5,287+47.4% |
| Admin fee / account holder | $14,761 | $6,644+122.2% | $5,332+176.8% | $10,132+45.7% |