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 | $101,822 | $167,484-39.2% | $151,611-32.8% | $134,475-24.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 18.10% | 7.80%+10.3pp | 3.33%+14.8pp | 417.96%-399.9pp |
| Employer contribution / active EE | $2,139 | $6,829-68.7% | $6,166-65.3% | $4,740-54.9% |
| Participant deferral / active EE | $10,919 | $8,986+21.5% | $8,363+30.6% | $6,400+70.6% |
| Admin fee / account holder | $16,116 | $13,783+16.9% | $11,616+38.7% | $11,426+41.0% |