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 | $197,127 | $165,335+19.2% | $149,696+31.7% | $158,922+24.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.54% | 348.15%-337.6pp | 276.60%-266.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $2,846 | $5,103-44.2% | $4,644-38.7% | $4,761-40.2% |
| Participant deferral / active EE | $12,680 | $7,181+76.6% | $6,842+85.3% | $5,982+112.0% |
| Admin fee / account holder | $996 | $10,807-90.8% | $9,309-89.3% | $11,246-91.1% |