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 | $201,523 | $165,335+21.9% | $149,696+34.6% | $158,922+26.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.39% | 348.15%-325.8pp | 276.60%-254.2pp | 302.83%-280.4pp |
| Employer contribution / active EE | $5,892 | $5,103+15.5% | $4,644+26.9% | $4,761+23.8% |
| Participant deferral / active EE | $7,088 | $7,181-1.3% | $6,842+3.6% | $5,982+18.5% |
| Admin fee / account holder | $5,409 | $10,807-49.9% | $9,309-41.9% | $11,246-51.9% |