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 | $221,430 | $165,335+33.9% | $149,696+47.9% | $158,922+39.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.20% | 348.15%-319.9pp | 276.60%-248.4pp | 302.83%-274.6pp |
| Employer contribution / active EE | $24,712 | $5,103+384.3% | $4,644+432.1% | $4,761+419.0% |
| Participant deferral / active EE | $13,841 | $7,181+92.7% | $6,842+102.3% | $5,982+131.4% |
| Admin fee / account holder | $1,017 | $10,807-90.6% | $9,309-89.1% | $11,246-91.0% |