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 | $169,772 | $165,335+2.7% | $149,696+13.4% | $158,922+6.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.31% | 348.15%-329.8pp | 276.60%-258.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $6,863 | $5,103+34.5% | $4,644+47.8% | $4,761+44.1% |
| Participant deferral / active EE | $14,251 | $7,181+98.5% | $6,842+108.3% | $5,982+138.2% |
| Admin fee / account holder | $16,952 | $10,807+56.9% | $9,309+82.1% | $11,246+50.7% |