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 | $228,882 | $176,812+29.4% | $146,665+56.1% | $167,490+36.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 23.99% | 24.03%0pp | 22.74%+1.2pp | 478.56%-454.6pp |
| Employer contribution / active EE | $10,880 | $5,160+110.9% | $4,136+163.0% | $4,837+124.9% |
| Participant deferral / active EE | $5,178 | $6,440-19.6% | $5,506-6.0% | $6,341-18.3% |
| Admin fee / account holder | $2,529 | $13,259-80.9% | $10,280-75.4% | $12,309-79.5% |