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 | $228,924 | $175,202+30.7% | $149,673+52.9% | $139,434+64.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.74% | 166.71%-154.0pp | 134.42%-121.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,178 | $5,474-78.5% | $4,818-75.5% | $4,751-75.2% |
| Participant deferral / active EE | $4,874 | $6,519-25.2% | $5,680-14.2% | $6,710-27.4% |
| Admin fee / account holder | $124,542 | $16,150+671.1% | $13,210+842.8% | $11,403+992.2% |