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 | $248,594 | $135,635+83.3% | $110,238+125.5% | $135,375+83.6% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -4.40% | 513.19%-517.6pp | 314.74%-319.1pp | 519.73%-524.1pp |
| Employer contribution / active EE | $8,163 | $4,906+66.4% | $3,826+113.3% | $4,779+70.8% |
| Participant deferral / active EE | $10,897 | $5,506+97.9% | $4,672+133.2% | $5,609+94.3% |
| Admin fee / account holder | $54,406 | $11,457+374.9% | $8,547+536.5% | $10,827+402.5% |