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 | $239,725 | $165,335+45.0% | $149,696+60.1% | $158,922+50.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.64% | 348.15%-335.5pp | 276.60%-264.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,550 | $5,103-50.0% | $4,644-45.1% | $4,761-46.4% |
| Participant deferral / active EE | $19,311 | $7,181+168.9% | $6,842+182.2% | $5,982+222.8% |
| Admin fee / account holder | $11,629 | $10,807+7.6% | $9,309+24.9% | $11,246+3.4% |