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 | $190,542 | $115,882+64.4% | $100,516+89.6% | $158,922+19.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 24.43% | 34.79%-10.4pp | 30.89%-6.5pp | 302.83%-278.4pp |
| Employer contribution / active EE | $12,358 | $4,103+201.2% | $3,418+261.6% | $4,761+159.6% |
| Participant deferral / active EE | $8,958 | $6,674+34.2% | $6,270+42.9% | $5,982+49.8% |
| Admin fee / account holder | $38,512 | $10,995+250.3% | $8,081+376.6% | $11,246+242.5% |