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 | $242,663 | $105,126+130.8% | $94,646+156.4% | $139,434+74.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.73% | 38.03%-17.3pp | 156.71%-136.0pp | 372.94%-352.2pp |
| Employer contribution / active EE | $4,610 | $4,106+12.3% | $3,672+25.5% | $4,751-3.0% |
| Participant deferral / active EE | $16,308 | $7,599+114.6% | $7,418+119.8% | $6,710+143.0% |
| Admin fee / account holder | $5,364 | $8,984-40.3% | $7,231-25.8% | $11,403-53.0% |