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 | $215,237 | $165,335+30.2% | $149,696+43.8% | $158,922+35.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.87% | 348.15%-327.3pp | 276.60%-255.7pp | 302.83%-282.0pp |
| Employer contribution / active EE | $7,298 | $5,103+43.0% | $4,644+57.1% | $4,761+53.3% |
| Participant deferral / active EE | $11,267 | $7,181+56.9% | $6,842+64.7% | $5,982+88.3% |
| Admin fee / account holder | $11,027 | $10,807+2.0% | $9,309+18.5% | $11,246-1.9% |