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 | $184,889 | $165,335+11.8% | $149,696+23.5% | $158,922+16.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.61% | 348.15%-324.5pp | 276.60%-253.0pp | 302.83%-279.2pp |
| Employer contribution / active EE | $6,579 | $5,103+28.9% | $4,644+41.7% | $4,761+38.2% |
| Participant deferral / active EE | $13,628 | $7,181+89.8% | $6,842+99.2% | $5,982+127.8% |
| Admin fee / account holder | $1,065 | $10,807-90.1% | $9,309-88.6% | $11,246-90.5% |