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 | $240,873 | $165,335+45.7% | $149,696+60.9% | $158,922+51.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.35% | 348.15%-333.8pp | 276.60%-262.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $10,710 | $5,103+109.9% | $4,644+130.6% | $4,761+124.9% |
| Participant deferral / active EE | $7,933 | $7,181+10.5% | $6,842+16.0% | $5,982+32.6% |
| Admin fee / account holder | $6,707 | $10,807-37.9% | $9,309-27.9% | $11,246-40.4% |