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 | $233,403 | $165,335+41.2% | $149,696+55.9% | $158,922+46.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.78% | 348.15%-336.4pp | 276.60%-264.8pp | 302.83%-291.0pp |
| Employer contribution / active EE | $3,082 | $5,103-39.6% | $4,644-33.6% | $4,761-35.3% |
| Participant deferral / active EE | $8,363 | $7,181+16.5% | $6,842+22.2% | $5,982+39.8% |
| Admin fee / account holder | $33,108 | $10,807+206.4% | $9,309+255.7% | $11,246+194.4% |