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 | $230,848 | $109,327+111.2% | $89,391+158.2% | $158,922+45.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 31.43% | 345.68%-314.2pp | 245.62%-214.2pp | 302.83%-271.4pp |
| Employer contribution / active EE | $4,484 | $3,170+41.5% | $2,586+73.4% | $4,761-5.8% |
| Participant deferral / active EE | $8,309 | $4,598+80.7% | $3,890+113.6% | $5,982+38.9% |
| Admin fee / account holder | $1,511 | $6,153-75.4% | $4,881-69.1% | $11,246-86.6% |