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 | $200,602 | $165,335+21.3% | $149,696+34.0% | $158,922+26.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.53% | 348.15%-325.6pp | 276.60%-254.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $9,601 | $5,103+88.1% | $4,644+106.7% | $4,761+101.6% |
| Participant deferral / active EE | $37,576 | $7,181+423.2% | $6,842+449.2% | $5,982+528.1% |
| Admin fee / account holder | $155,713 | $10,807+1340.9% | $9,309+1572.8% | $11,246+1284.6% |