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 | $238,057 | $165,335+44.0% | $149,696+59.0% | $158,922+49.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.21% | 348.15%-333.9pp | 276.60%-262.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $12,836 | $5,103+151.5% | $4,644+176.4% | $4,761+169.6% |
| Participant deferral / active EE | $15,112 | $7,181+110.4% | $6,842+120.9% | $5,982+152.6% |
| Admin fee / account holder | $23,720 | $10,807+119.5% | $9,309+154.8% | $11,246+110.9% |