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 | $201,605 | $153,772+31.1% | $133,980+50.5% | $273,961-26.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.06% | 36.51%-28.5pp | 29.30%-21.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $13,427 | $6,029+122.7% | $5,211+157.7% | $4,869+175.8% |
| Participant deferral / active EE | $11,156 | $6,958+60.3% | $6,282+77.6% | $5,287+111.0% |
| Admin fee / account holder | $732 | $11,765-93.8% | $9,324-92.2% | $10,132-92.8% |