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 | $246,248 | $148,534+65.8% | $135,903+81.2% | $139,434+76.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.83% | 79.19%-66.4pp | 68.23%-55.4pp | 372.94%-360.1pp |
| Employer contribution / active EE | $36,563 | $5,243+597.4% | $4,856+652.9% | $4,751+669.6% |
| Participant deferral / active EE | $5,887 | $8,100-27.3% | $7,758-24.1% | $6,710-12.3% |
| Admin fee / account holder | $67,292 | $12,400+442.7% | $10,762+525.3% | $11,403+490.2% |