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 | $197,660 | $165,335+19.6% | $149,696+32.0% | $158,922+24.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.37% | 348.15%-329.8pp | 276.60%-258.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,060 | $5,103-59.6% | $4,644-55.7% | $4,761-56.7% |
| Participant deferral / active EE | $3,951 | $7,181-45.0% | $6,842-42.2% | $5,982-34.0% |
| Admin fee / account holder | $7,276 | $10,807-32.7% | $9,309-21.8% | $11,246-35.3% |