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 | $240,193 | $181,894+32.1% | $156,549+53.4% | $273,961-12.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.32% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $12,855 | $6,248+105.8% | $5,501+133.7% | $4,869+164.0% |
| Participant deferral / active EE | $8,000 | $5,550+44.1% | $4,871+64.2% | $5,287+51.3% |
| Admin fee / account holder | $1,946 | $15,559-87.5% | $13,027-85.1% | $10,132-80.8% |