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 | $248,524 | $94,752+162.3% | $112,887+120.2% | $139,434+78.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 23.32% | 40.88%-17.6pp | 34.10%-10.8pp | 372.94%-349.6pp |
| Employer contribution / active EE | $10,020 | $4,625+116.6% | $4,563+119.6% | $4,751+110.9% |
| Participant deferral / active EE | $7,479 | $6,512+14.9% | $6,513+14.8% | $6,710+11.5% |
| Admin fee / account holder | $3,851 | $8,527-54.8% | $7,047-45.4% | $11,403-66.2% |