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 | $246,388 | $115,770+112.8% | $101,248+143.4% | $158,922+55.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.34% | 56.14%-47.8pp | 46.47%-38.1pp | 302.83%-294.5pp |
| Employer contribution / active EE | $20,103 | $4,175+381.6% | $3,660+449.3% | $4,761+322.2% |
| Participant deferral / active EE | $10,230 | $4,957+106.4% | $4,370+134.1% | $5,982+71.0% |
| Admin fee / account holder | $44,904 | $7,245+519.8% | $5,945+655.3% | $11,246+299.3% |