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 | $237,525 | $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 | 8.58% | 30.74%-22.2pp | 32.23%-23.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $20,800 | $6,248+232.9% | $5,501+278.1% | $4,869+327.2% |
| Participant deferral / active EE | $12,801 | $5,550+130.6% | $4,871+162.8% | $5,287+142.1% |
| Admin fee / account holder | $20,347 | $15,559+30.8% | $13,027+56.2% | $10,132+100.8% |