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 | $230,444 | $165,335+39.4% | $149,696+53.9% | $158,922+45.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.73% | 348.15%-335.4pp | 276.60%-263.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $30,286 | $5,103+493.5% | $4,644+552.1% | $4,761+536.1% |
| Participant deferral / active EE | $11,029 | $7,181+53.6% | $6,842+61.2% | $5,982+84.4% |
| Admin fee / account holder | $7,978 | $10,807-26.2% | $9,309-14.3% | $11,246-29.1% |