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 | $248,851 | $165,335+50.5% | $149,696+66.2% | $158,922+56.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.54% | 348.15%-328.6pp | 276.60%-257.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $8,138 | $5,103+59.5% | $4,644+75.2% | $4,761+70.9% |
| Participant deferral / active EE | $13,471 | $7,181+87.6% | $6,842+96.9% | $5,982+125.2% |
| Admin fee / account holder | $4,166 | $10,807-61.5% | $9,309-55.2% | $11,246-63.0% |