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 | $188,043 | $165,335+13.7% | $149,696+25.6% | $158,922+18.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.21% | 348.15%-330.9pp | 276.60%-259.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,676 | $5,103-47.6% | $4,644-42.4% | $4,761-43.8% |
| Participant deferral / active EE | $13,705 | $7,181+90.9% | $6,842+100.3% | $5,982+129.1% |
| Admin fee / account holder | $2,183 | $10,807-79.8% | $9,309-76.5% | $11,246-80.6% |