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 | $246,330 | $165,335+49.0% | $149,696+64.6% | $158,922+55.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.55% | 348.15%-333.6pp | 276.60%-262.0pp | 302.83%-288.3pp |
| Employer contribution / active EE | $12,726 | $5,103+149.4% | $4,644+174.0% | $4,761+167.3% |
| Participant deferral / active EE | $9,556 | $7,181+33.1% | $6,842+39.7% | $5,982+59.7% |
| Admin fee / account holder | $4,667 | $10,807-56.8% | $9,309-49.9% | $11,246-58.5% |