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 | $243,082 | $74,888+224.6% | $71,209+241.4% | $142,382+70.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.59% | 345.14%-329.5pp | 282.51%-266.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $5,278 | $2,854+84.9% | $2,721+94.0% | $4,299+22.8% |
| Participant deferral / active EE | $8,052 | $4,454+80.8% | $4,175+92.9% | $6,507+23.7% |
| Admin fee / account holder | $40,543 | $5,568+628.1% | $5,349+658.0% | $12,624+221.2% |