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 | $218,716 | $138,385+58.0% | $184,200+18.7% | $80,874+170.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.87% | 20.02%-5.2pp | 28.80%-13.9pp | 35.62%-20.7pp |
| Employer contribution / active EE | $5,449 | $4,849+12.4% | $6,424-15.2% | $2,756+97.7% |
| Participant deferral / active EE | $10,264 | $7,073+45.1% | $9,132+12.4% | $4,297+138.9% |
| Admin fee / account holder | $6,498 | $10,483-38.0% | $13,907-53.3% | $6,935-6.3% |