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 | $242,361 | $144,119+68.2% | $117,854+105.6% | $147,584+64.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.56% | 531.15%-517.6pp | 335.08%-321.5pp | 578.55%-565.0pp |
| Employer contribution / active EE | $3,828 | $4,896-21.8% | $3,786+1.1% | $4,876-21.5% |
| Participant deferral / active EE | $10,566 | $5,316+98.8% | $4,482+135.8% | $5,439+94.3% |
| Admin fee / account holder | $6,221 | $10,886-42.8% | $8,020-22.4% | $10,885-42.8% |