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 | $248,527 | $181,894+36.6% | $156,549+58.8% | $273,961-9.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.00% | 30.74%-23.7pp | 32.23%-25.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $13,626 | $6,248+118.1% | $5,501+147.7% | $4,869+179.9% |
| Participant deferral / active EE | $10,403 | $5,550+87.4% | $4,871+113.6% | $5,287+96.8% |
| Admin fee / account holder | $595 | $15,559-96.2% | $13,027-95.4% | $10,132-94.1% |