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 | $198,647 | $138,347+43.6% | $184,203+7.8% | $80,856+145.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.05% | 20.02%-7.0pp | 28.81%-15.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $7,242 | $4,850+49.3% | $6,427+12.7% | $2,755+162.9% |
| Participant deferral / active EE | $7,136 | $7,071+0.9% | $9,131-21.9% | $4,296+66.1% |
| Admin fee / account holder | $18,889 | $10,483+80.2% | $13,901+35.9% | $6,918+173.0% |