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 | $227,576 | $165,335+37.6% | $149,696+52.0% | $158,922+43.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.49% | 348.15%-338.7pp | 276.60%-267.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $13,549 | $5,103+165.5% | $4,644+191.7% | $4,761+184.6% |
| Participant deferral / active EE | $7,129 | $7,181-0.7% | $6,842+4.2% | $5,982+19.2% |
| Admin fee / account holder | $7,058 | $10,807-34.7% | $9,309-24.2% | $11,246-37.2% |