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 | $202,873 | $138,347+46.6% | $184,203+10.1% | $80,856+150.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.90% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $9,860 | $4,850+103.3% | $6,427+53.4% | $2,755+257.9% |
| Participant deferral / active EE | $13,604 | $7,071+92.4% | $9,131+49.0% | $4,296+216.7% |
| Admin fee / account holder | $8,209 | $10,483-21.7% | $13,901-40.9% | $6,918+18.7% |