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 | $235,968 | $144,119+63.7% | $117,854+100.2% | $147,584+59.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 43.26% | 531.15%-487.9pp | 335.08%-291.8pp | 578.55%-535.3pp |
| Employer contribution / active EE | $9,584 | $4,896+95.7% | $3,786+153.1% | $4,876+96.5% |
| Participant deferral / active EE | $7,065 | $5,316+32.9% | $4,482+57.6% | $5,439+29.9% |
| Admin fee / account holder | $3,798 | $10,886-65.1% | $8,020-52.6% | $10,885-65.1% |