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 | $206,593 | $124,281+66.2% | $109,143+89.3% | $167,490+23.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 27.09% | 26.04%+1.1pp | 25.75%+1.3pp | 478.56%-451.5pp |
| Employer contribution / active EE | $11,520 | $4,207+173.8% | $3,722+209.5% | $4,837+138.1% |
| Participant deferral / active EE | $9,445 | $5,255+79.7% | $4,653+103.0% | $6,341+49.0% |
| Admin fee / account holder | $42,491 | $7,970+433.1% | $6,752+529.3% | $12,309+245.2% |