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 | $204,411 | $165,335+23.6% | $149,696+36.6% | $158,922+28.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.66% | 348.15%-336.5pp | 276.60%-264.9pp | 302.83%-291.2pp |
| Employer contribution / active EE | $17,644 | $5,103+245.8% | $4,644+279.9% | $4,761+270.6% |
| Participant deferral / active EE | $3,919 | $7,181-45.4% | $6,842-42.7% | $5,982-34.5% |
| Admin fee / account holder | $42,549 | $10,807+293.7% | $9,309+357.1% | $11,246+278.4% |