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 | $189,626 | $165,335+14.7% | $149,696+26.7% | $158,922+19.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.38% | 348.15%-333.8pp | 276.60%-262.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $3,840 | $5,103-24.8% | $4,644-17.3% | $4,761-19.4% |
| Participant deferral / active EE | $9,679 | $7,181+34.8% | $6,842+41.5% | $5,982+61.8% |
| Admin fee / account holder | $14,204 | $10,807+31.4% | $9,309+52.6% | $11,246+26.3% |