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 | $231,014 | $165,335+39.7% | $149,696+54.3% | $158,922+45.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.75% | 348.15%-337.4pp | 276.60%-265.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $4,651 | $5,103-8.9% | $4,644+0.1% | $4,761-2.3% |
| Participant deferral / active EE | $3,134 | $7,181-56.4% | $6,842-54.2% | $5,982-47.6% |
| Admin fee / account holder | $17,585 | $10,807+62.7% | $9,309+88.9% | $11,246+56.4% |