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 | $175,051 | $165,335+5.9% | $149,696+16.9% | $158,922+10.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.98% | 348.15%-333.2pp | 276.60%-261.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $16,958 | $5,103+232.3% | $4,644+265.1% | $4,761+256.2% |
| Participant deferral / active EE | $11,995 | $7,181+67.0% | $6,842+75.3% | $5,982+100.5% |
| Admin fee / account holder | $2,468 | $10,807-77.2% | $9,309-73.5% | $11,246-78.1% |