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 | $224,539 | $165,335+35.8% | $149,696+50.0% | $158,922+41.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.56% | 348.15%-337.6pp | 276.60%-266.0pp | 302.83%-292.3pp |
| Employer contribution / active EE | $3,893 | $5,103-23.7% | $4,644-16.2% | $4,761-18.2% |
| Participant deferral / active EE | $11,399 | $7,181+58.7% | $6,842+66.6% | $5,982+90.5% |
| Admin fee / account holder | $124,184 | $10,807+1049.2% | $9,309+1234.1% | $11,246+1004.3% |