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 | $200,597 | $95,803+109.4% | $113,168+77.3% | $84,808+136.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 16.22% | 25.00%-8.8pp | 24.27%-8.0pp | 40.90%-24.7pp |
| Employer contribution / active EE | $5,577 | $2,360+136.3% | $2,975+87.4% | $2,631+112.0% |
| Participant deferral / active EE | $10,053 | $4,242+137.0% | $5,107+96.9% | $4,212+138.7% |
| Admin fee / account holder | $7,752 | $8,989-13.8% | $12,068-35.8% | $7,344+5.6% |