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 | $243,219 | $165,335+47.1% | $149,696+62.5% | $158,922+53.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.24% | 348.15%-331.9pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $14,399 | $5,103+182.2% | $4,644+210.0% | $4,761+202.4% |
| Participant deferral / active EE | $13,108 | $7,181+82.5% | $6,842+91.6% | $5,982+119.1% |
| Admin fee / account holder | $912 | $10,807-91.6% | $9,309-90.2% | $11,246-91.9% |