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 | $241,472 | $165,335+46.0% | $149,696+61.3% | $158,922+51.9% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 10.66% | 348.15%-337.5pp | 276.60%-265.9pp | 302.83%-292.2pp |
| Employer contribution / active EE | $15,866 | $5,103+210.9% | $4,644+241.6% | $4,761+233.2% |
| Participant deferral / active EE | $13,530 | $7,181+88.4% | $6,842+97.8% | $5,982+126.2% |
| Admin fee / account holder | $878 | $10,807-91.9% | $9,309-90.6% | $11,246-92.2% |