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 | $193,548 | $165,335+17.1% | $149,696+29.3% | $158,922+21.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.48% | 348.15%-318.7pp | 276.60%-247.1pp | 302.83%-273.3pp |
| Employer contribution / active EE | $11,230 | $5,103+120.1% | $4,644+141.8% | $4,761+135.9% |
| Participant deferral / active EE | $10,030 | $7,181+39.7% | $6,842+46.6% | $5,982+67.7% |
| Admin fee / account holder | $1,160 | $10,807-89.3% | $9,309-87.5% | $11,246-89.7% |