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 | $198,329 | $165,335+20.0% | $149,696+32.5% | $158,922+24.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.42% | 348.15%-331.7pp | 276.60%-260.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $32,324 | $5,103+533.5% | $4,644+596.0% | $4,761+578.9% |
| Participant deferral / active EE | $15,000 | $7,181+108.9% | $6,842+119.2% | $5,982+150.7% |
| Admin fee / account holder | $4,667 | $10,807-56.8% | $9,309-49.9% | $11,246-58.5% |