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 | $249,293 | $210,648+18.3% | $177,989+40.1% | $145,922+70.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.53% | 385.86%-365.3pp | 294.48%-274.0pp | 561.29%-540.8pp |
| Employer contribution / active EE | $2,982 | $4,565-34.7% | $3,949-24.5% | $4,660-36.0% |
| Participant deferral / active EE | $9,682 | $6,958+39.2% | $6,276+54.3% | $6,688+44.8% |
| Admin fee / account holder | $23,138 | $12,013+92.6% | $10,363+123.3% | $13,397+72.7% |