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 | $218,350 | $227,396-4.0% | $442,409-50.6% | $116,875+86.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 88.0%+12.0pp | 74.5%+25.5pp |
| Annual return | 13.24% | 16.35%-3.1pp | 90.53%-77.3pp | 16.29%-3.1pp |
| Employer contribution / active EE | $7,930 | $5,244+51.2% | $7,697+3.0% | $3,288+141.2% |
| Participant deferral / active EE | $11,245 | $7,352+52.9% | $7,555+48.8% | $3,885+189.4% |
| Admin fee / account holder | $10,162 | $16,310-37.7% | $51,603-80.3% | $12,263-17.1% |