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 | $199,978 | $165,335+21.0% | $149,696+33.6% | $158,922+25.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.84% | 348.15%-324.3pp | 276.60%-252.8pp | 302.83%-279.0pp |
| Employer contribution / active EE | $14,588 | $5,103+185.9% | $4,644+214.1% | $4,761+206.4% |
| Participant deferral / active EE | $11,727 | $7,181+63.3% | $6,842+71.4% | $5,982+96.0% |
| Admin fee / account holder | $501 | $10,807-95.4% | $9,309-94.6% | $11,246-95.5% |