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 | $246,245 | $135,635+81.5% | $110,238+123.4% | $135,375+81.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.32% | 513.19%-507.9pp | 314.74%-309.4pp | 519.73%-514.4pp |
| Employer contribution / active EE | $3,379 | $4,906-31.1% | $3,826-11.7% | $4,779-29.3% |
| Participant deferral / active EE | $10,362 | $5,506+88.2% | $4,672+121.8% | $5,609+84.7% |
| Admin fee / account holder | $153,408 | $11,457+1239.0% | $8,547+1694.8% | $10,827+1316.9% |