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 | $210,074 | $165,335+27.1% | $149,696+40.3% | $158,922+32.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.29% | 348.15%-329.9pp | 276.60%-258.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $7,638 | $5,103+49.7% | $4,644+64.5% | $4,761+60.4% |
| Participant deferral / active EE | $8,223 | $7,181+14.5% | $6,842+20.2% | $5,982+37.5% |
| Admin fee / account holder | $44,285 | $10,807+309.8% | $9,309+375.7% | $11,246+293.8% |