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 | $247,310 | $158,817+55.7% | $121,196+104.1% | $135,375+82.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.61% | -0.64%-5.0pp | 16.93%-22.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $26,456 | $5,665+367.0% | $4,022+557.8% | $4,779+453.6% |
| Participant deferral / active EE | $4,831 | $4,005+20.6% | $3,344+44.5% | $5,609-13.9% |
| Admin fee / account holder | $15,920 | $6,512+144.5% | $5,019+217.2% | $10,827+47.0% |