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 | $224,273 | $138,347+62.1% | $184,203+21.8% | $80,856+177.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.87% | 20.02%-5.2pp | 28.81%-13.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $14,397 | $4,850+196.8% | $6,427+124.0% | $2,755+422.6% |
| Participant deferral / active EE | $18,994 | $7,071+168.6% | $9,131+108.0% | $4,296+342.2% |
| Admin fee / account holder | $8,326 | $10,483-20.6% | $13,901-40.1% | $6,918+20.4% |