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 | $186,727 | $165,335+12.9% | $149,696+24.7% | $158,922+17.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.45% | 348.15%-334.7pp | 276.60%-263.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,115 | $5,103-78.1% | $4,644-76.0% | $4,761-76.6% |
| Participant deferral / active EE | $19,255 | $7,181+168.1% | $6,842+181.4% | $5,982+221.9% |
| Admin fee / account holder | $46,933 | $10,807+334.3% | $9,309+404.2% | $11,246+317.3% |