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 | $237,527 | $181,894+30.6% | $156,549+51.7% | $273,961-13.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.16% | 30.74%-21.6pp | 32.23%-23.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $11,958 | $6,248+91.4% | $5,501+117.4% | $4,869+145.6% |
| Participant deferral / active EE | $9,778 | $5,550+76.2% | $4,871+100.7% | $5,287+84.9% |
| Admin fee / account holder | $1,840 | $15,559-88.2% | $13,027-85.9% | $10,132-81.8% |