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 | $233,049 | $153,772+51.6% | $133,980+73.9% | $273,961-14.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.89% | 36.51%-30.6pp | 29.30%-23.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $12,283 | $6,029+103.7% | $5,211+135.7% | $4,869+152.3% |
| Participant deferral / active EE | $6,718 | $6,958-3.5% | $6,282+6.9% | $5,287+27.1% |
| Admin fee / account holder | $130,210 | $11,765+1006.8% | $9,324+1296.5% | $10,132+1185.1% |