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 | $246,919 | $99,079+149.2% | $77,999+216.6% | $273,961-9.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.29% | 217.93%-213.6pp | 425.96%-421.7pp | 41.45%-37.2pp |
| Employer contribution / active EE | $20,429 | $3,308+517.6% | $2,470+727.1% | $4,869+319.6% |
| Participant deferral / active EE | $1,111 | $4,306-74.2% | $3,497-68.2% | $5,287-79.0% |
| Admin fee / account holder | $31,094 | $8,954+247.3% | $5,480+467.4% | $10,132+206.9% |