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 | $245,393 | $115,882+111.8% | $100,516+144.1% | $158,922+54.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.42% | 34.79%-20.4pp | 30.89%-16.5pp | 302.83%-288.4pp |
| Employer contribution / active EE | $7,852 | $4,103+91.4% | $3,418+129.7% | $4,761+64.9% |
| Participant deferral / active EE | $9,125 | $6,674+36.7% | $6,270+45.5% | $5,982+52.5% |
| Admin fee / account holder | $66,535 | $10,995+505.1% | $8,081+723.3% | $11,246+491.6% |