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 | $230,321 | $165,335+39.3% | $149,696+53.9% | $158,922+44.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.85% | 348.15%-337.3pp | 276.60%-265.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $3,217 | $5,103-37.0% | $4,644-30.7% | $4,761-32.4% |
| Participant deferral / active EE | $5,413 | $7,181-24.6% | $6,842-20.9% | $5,982-9.5% |
| Admin fee / account holder | $53,471 | $10,807+394.8% | $9,309+474.4% | $11,246+375.5% |