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 | $216,675 | $165,335+31.1% | $149,696+44.7% | $158,922+36.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.31% | 348.15%-337.8pp | 276.60%-266.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $16,113 | $5,103+215.8% | $4,644+247.0% | $4,761+238.4% |
| Participant deferral / active EE | $10,231 | $7,181+42.5% | $6,842+49.5% | $5,982+71.0% |
| Admin fee / account holder | $56,765 | $10,807+425.3% | $9,309+509.8% | $11,246+404.8% |