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 | $221,300 | $201,272+10.0% | $184,203+20.1% | $145,922+51.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.00% | 29.00%-15.0pp | 28.81%-14.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $29,607 | $7,022+321.7% | $6,427+360.7% | $4,660+535.4% |
| Participant deferral / active EE | $15,584 | $9,806+58.9% | $9,131+70.7% | $6,688+133.0% |
| Admin fee / account holder | $19,655 | $16,364+20.1% | $13,901+41.4% | $13,397+46.7% |