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 | $228,898 | $165,335+38.4% | $149,696+52.9% | $158,922+44.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.14% | 348.15%-325.0pp | 276.60%-253.5pp | 302.83%-279.7pp |
| Employer contribution / active EE | $7,808 | $5,103+53.0% | $4,644+68.1% | $4,761+64.0% |
| Participant deferral / active EE | $8,867 | $7,181+23.5% | $6,842+29.6% | $5,982+48.2% |
| Admin fee / account holder | $2,196 | $10,807-79.7% | $9,309-76.4% | $11,246-80.5% |