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 | $249,315 | $165,335+50.8% | $149,696+66.5% | $158,922+56.9% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 19.57% | 348.15%-328.6pp | 276.60%-257.0pp | 302.83%-283.3pp |
| Employer contribution / active EE | $6,631 | $5,103+29.9% | $4,644+42.8% | $4,761+39.3% |
| Participant deferral / active EE | $12,961 | $7,181+80.5% | $6,842+89.4% | $5,982+116.7% |
| Admin fee / account holder | $92,381 | $10,807+754.9% | $9,309+892.4% | $11,246+721.5% |