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 | $186,258 | $135,952+37.0% | $123,892+50.3% | $273,961-32.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 46.91% | 56.63%-9.7pp | 47.52%-0.6pp | 41.45%+5.5pp |
| Employer contribution / active EE | $15,417 | $5,170+198.2% | $4,617+233.9% | $4,869+216.6% |
| Participant deferral / active EE | $17,667 | $6,343+178.5% | $5,984+195.2% | $5,287+234.1% |
| Admin fee / account holder | $49,045 | $9,817+399.6% | $8,357+486.9% | $10,132+384.1% |