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 | $174,561 | $165,335+5.6% | $149,696+16.6% | $158,922+9.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.48% | 348.15%-322.7pp | 276.60%-251.1pp | 302.83%-277.3pp |
| Employer contribution / active EE | $8,340 | $5,103+63.4% | $4,644+79.6% | $4,761+75.2% |
| Participant deferral / active EE | $10,225 | $7,181+42.4% | $6,842+49.4% | $5,982+70.9% |
| Admin fee / account holder | $8,428 | $10,807-22.0% | $9,309-9.5% | $11,246-25.1% |