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 | $237,869 | $181,894+30.8% | $156,549+51.9% | $273,961-13.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.00% | 30.74%-25.7pp | 32.23%-27.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $12,511 | $6,248+100.2% | $5,501+127.4% | $4,869+157.0% |
| Participant deferral / active EE | $6,649 | $5,550+19.8% | $4,871+36.5% | $5,287+25.8% |
| Admin fee / account holder | $1,752 | $15,559-88.7% | $13,027-86.6% | $10,132-82.7% |