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 | $243,215 | $105,998+129.5% | $92,233+163.7% | $147,584+64.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.37% | 50.05%-31.7pp | 176.28%-157.9pp | 578.55%-560.2pp |
| Employer contribution / active EE | $6,056 | $4,333+39.8% | $3,679+64.6% | $4,876+24.2% |
| Participant deferral / active EE | $2,049 | $4,478-54.3% | $3,897-47.4% | $5,439-62.3% |
| Admin fee / account holder | $1,146 | $6,332-81.9% | $5,194-77.9% | $10,885-89.5% |