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 | $216,994 | $165,335+31.2% | $149,696+45.0% | $158,922+36.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.85% | 348.15%-333.3pp | 276.60%-261.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,897 | $5,103-43.2% | $4,644-37.6% | $4,761-39.2% |
| Participant deferral / active EE | $9,547 | $7,181+32.9% | $6,842+39.5% | $5,982+59.6% |
| Admin fee / account holder | $14,367 | $10,807+33.0% | $9,309+54.3% | $11,246+27.8% |