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 | $223,878 | $165,335+35.4% | $149,696+49.6% | $158,922+40.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.24% | 348.15%-334.9pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $4,555 | $5,103-10.7% | $4,644-1.9% | $4,761-4.3% |
| Participant deferral / active EE | $12,751 | $7,181+77.6% | $6,842+86.4% | $5,982+113.2% |
| Admin fee / account holder | $1,603 | $10,807-85.2% | $9,309-82.8% | $11,246-85.7% |