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 | $248,325 | $181,894+36.5% | $156,549+58.6% | $273,961-9.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.90% | 30.74%-26.8pp | 32.23%-28.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $11,966 | $6,248+91.5% | $5,501+117.5% | $4,869+145.8% |
| Participant deferral / active EE | $6,890 | $5,550+24.1% | $4,871+41.4% | $5,287+30.3% |
| Admin fee / account holder | $31,075 | $15,559+99.7% | $13,027+138.5% | $10,132+206.7% |