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 | $248,142 | $157,256+57.8% | $141,162+75.8% | $152,861+62.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.00% | 64.32%-42.3pp | 71.39%-49.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $4,305 | $5,261-18.2% | $4,735-9.1% | $4,762-9.6% |
| Participant deferral / active EE | $9,314 | $7,109+31.0% | $6,709+38.8% | $5,850+59.2% |
| Admin fee / account holder | $6,018 | $12,120-50.3% | $10,261-41.4% | $11,596-48.1% |