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 | $220,966 | $165,335+33.6% | $149,696+47.6% | $158,922+39.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.01% | 348.15%-321.1pp | 276.60%-249.6pp | 302.83%-275.8pp |
| Employer contribution / active EE | $4,722 | $5,103-7.5% | $4,644+1.7% | $4,761-0.8% |
| Participant deferral / active EE | $13,113 | $7,181+82.6% | $6,842+91.7% | $5,982+119.2% |
| Admin fee / account holder | $15,408 | $10,807+42.6% | $9,309+65.5% | $11,246+37.0% |