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 | $193,551 | $165,335+17.1% | $149,696+29.3% | $158,922+21.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.47% | 348.15%-339.7pp | 276.60%-268.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $4,692 | $5,103-8.1% | $4,644+1.0% | $4,761-1.5% |
| Participant deferral / active EE | $9,694 | $7,181+35.0% | $6,842+41.7% | $5,982+62.1% |
| Admin fee / account holder | $21,242 | $10,807+96.6% | $9,309+128.2% | $11,246+88.9% |