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 | $194,815 | $165,335+17.8% | $149,696+30.1% | $158,922+22.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.99% | 348.15%-334.2pp | 276.60%-262.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $7,109 | $5,103+39.3% | $4,644+53.1% | $4,761+49.3% |
| Participant deferral / active EE | $9,671 | $7,181+34.7% | $6,842+41.4% | $5,982+61.7% |
| Admin fee / account holder | $52,055 | $10,807+381.7% | $9,309+459.2% | $11,246+362.9% |