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 | $177,509 | $153,772+15.4% | $133,980+32.5% | $273,961-35.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.41% | 36.51%-29.1pp | 29.30%-21.9pp | 41.45%-34.0pp |
| Employer contribution / active EE | $12,304 | $6,029+104.1% | $5,211+136.1% | $4,869+152.7% |
| Participant deferral / active EE | $9,568 | $6,958+37.5% | $6,282+52.3% | $5,287+81.0% |
| Admin fee / account holder | $5,055 | $11,765-57.0% | $9,324-45.8% | $10,132-50.1% |