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 | $218,475 | $136,307+60.3% | $106,619+104.9% | $273,961-20.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 8.31% | 11.05%-2.7pp | 9.42%-1.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $12,115 | $5,190+133.4% | $3,947+207.0% | $4,869+148.8% |
| Participant deferral / active EE | $9,146 | $4,969+84.0% | $3,930+132.7% | $5,287+73.0% |
| Admin fee / account holder | $2,505 | $8,625-71.0% | $6,418-61.0% | $10,132-75.3% |