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 | $232,315 | $181,894+27.7% | $156,549+48.4% | $273,961-15.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.48% | 30.74%-25.3pp | 32.23%-26.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $11,110 | $6,248+77.8% | $5,501+102.0% | $4,869+128.2% |
| Participant deferral / active EE | $6,056 | $5,550+9.1% | $4,871+24.3% | $5,287+14.6% |
| Admin fee / account holder | $12,782 | $15,559-17.9% | $13,027-1.9% | $10,132+26.2% |